DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Angela Marie Jamar

Mai Capital Management, LLCindependent RIASanta Rosa, CaIA-onlyIAPD 2778486

Feed of 09/14/2026

Also filed as Angela Marie Erken

At current firm

0 y

since Apr 9, 2026

In the industry

12 y

since Aug 6, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Mai Capital Management, LLC independent RIA current
since Apr 9, 2026 · Santa Rosa, Ca
Osaic Wealth, Inc. BD affiliated
Jan 19, 2024 to Mar 27, 2026 · Novato, Ca
Woodbury Financial Services, Inc. former
Sep 19, 2022 to Jan 19, 2024 · Novato, Ca
Atlas Private Wealth Advisors independent RIA
Jan 3, 2022 to Aug 29, 2022 · Santa Rosa, Ca
J L Schneider & Associates unclassified
Jan 29, 2016 to Jul 1, 2022 · Santa Rosa, Ca
LPL Financial LLC BD affiliated
Jun 29, 2015 to Apr 1, 2022 · Santa Rosa, Ca
Onpointe Advisory And Financial Services, LLC former
Jan 22, 2015 to May 15, 2015 · Petaluma, Ca

Moves

a registration end followed by a registration begin elsewhere

Osaic Wealth, Inc. to Mai Capital Management, LLC
left Mar 27, 2026, registered Apr 9, 2026 (13 days) · Affiliated broker-dealer or bank to independent RIA
Woodbury Financial Services, Inc. to Osaic Wealth, Inc.
left Jan 19, 2024, registered Jan 19, 2024 (0 days) · corporate re-registration, not a move
Atlas Private Wealth Advisors to Woodbury Financial Services, Inc.
left Aug 29, 2022, registered Sep 19, 2022 (21 days) · RIA to affiliated broker-dealer or bank
J L Schneider & Associates to Atlas Private Wealth Advisors
left Jul 1, 2022, registered Jan 3, 2022 (-179 days) · Other
LPL Financial LLC to J L Schneider & Associates
left Apr 1, 2022, registered Jan 29, 2016 (-2254 days) · Other
Onpointe Advisory And Financial Services, LLC to LPL Financial LLC
left May 15, 2015, registered Jun 29, 2015 (45 days) · Other

Signals

Angela Marie Jamar left Osaic Wealth, Inc. for Mai Capital Management, Llc (registered 2026-04-09)
Mar 27, 2026 · Advisor changed firm · fact
Angela Marie Jamar left Atlas Private Wealth Advisors for Woodbury Financial Services, Inc. (registered 2022-09-19)
Aug 29, 2022 · Advisor changed firm · fact
Angela Marie Jamar left J L Schneider & Associates for Atlas Private Wealth Advisors (registered 2022-01-03)
Jul 1, 2022 · Advisor changed firm · fact
Angela Marie Jamar left Lpl Financial Llc for J L Schneider & Associates (registered 2016-01-29)
Apr 1, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address