This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MAI CAPITAL MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Consultant|Chartered Financial Analyst

Exams

S66

First exam

Sep 1, 1999

First registration

Oct 18, 1999

Dual registered

no

Other names

ALEX SHAHIDI

IAPD individual key

3208699

• Occurred

  Jul 15, 2024
  Advisor changed firm

  Alex Nmn Shahidi left Advanced Research Investment Solutions, Llc for Inbalance Advisors, Llc (registered 2022-06-10)

  Form ADVobserved 5 days ago
• Occurred

  Aug 15, 2023
  Advisor changed firm

  Alex Nmn Shahidi left Inbalance Advisors, Llc for Evoke Advisors (registered 2023-07-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9a7bc722-8f89-92c7-3e53-47e42d0bc88c

First observed

Oct 18, 1999

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.