Financial advisor
Brian Sears
At MAI Capital Management · Dallas, TX
Registered as BRIAN STEPHEN SEARS
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Service Academy Capital Management | Service Academy Capital | MAI Capital Management | Acquisition | June 1, 2026 | $734M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| EVOKE ADVISORS | Investment adviser | June 15, 2026 | September 4, 2026 |
| MAI CAPITAL MANAGEMENT, LLC | Investment adviser | June 15, 2026 | Current |
| KELSON CAPITAL LLC | Broker-dealer | July 23, 2018 | June 21, 2019 |
| SERVICE ACADEMY CAPITAL MANAGEMENT LLC | Investment adviser | July 2, 2015 | June 9, 2026 |
| PURSHE KAPLAN STERLING INVESTMENTS | Broker-dealer | June 3, 2015 | July 29, 2016 |
| BARCLAYS CAPITAL INC. | Investment adviser | September 9, 2010 | November 4, 2014 |
| BARCLAYS CAPITAL INC. | Broker-dealer | September 9, 2010 | November 4, 2014 |
| NEUBERGER BERMAN LLC | Investment adviser | September 19, 2008 | September 14, 2010 |
| NEUBERGER BERMAN LLC | Broker-dealer | September 19, 2008 | September 14, 2010 |
| LEHMAN BROTHERS INC. | Investment adviser | April 3, 2007 | September 24, 2008 |
| LEHMAN BROTHERS INC. | Broker-dealer | April 3, 2007 | September 24, 2008 |
| MERRILL LYNCH PIERCE FENNER & SMITH INC. | Investment adviser | March 10, 2000 | April 13, 2007 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Broker-dealer | March 10, 2000 | April 13, 2007 |
| GOLDMAN, SACHS & CO. | Broker-dealer | August 25, 1995 | April 7, 2000 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.