AUMdb
SB

Stephen Byars

CRD 7068766 Certified Financial Planner

Firms

FirmRoleAs of
Mai, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Board & officer roles (1)

OrganizationRoleCompensationAs of
Greater Lex DIRECTOR 12/31/2024

Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.

Ownership stakes

  • Mai, Inc.
    Chief Investment Officer · Less than 5% · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗