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Current Employers
Capital Client Group, Inc.

333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-02-01
  • TX RA
    APPROVED
    Since 2017-02-01

Branch Locations

3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States

San Antonio, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Funds Distributors Irvine CA 05/2015 01/2017
American Funds San Antonio TX 01/2017 04/2020
American Funds San Antonio TX 04/2020 Present
Amdg Jmj Ventures Llc San Antonio TX 09/2023 Present
  • 05/2015 → 01/2017
    American Funds Distributors
    Irvine, CA
  • 01/2017 → 04/2020
    American Funds
    San Antonio, TX
  • 04/2020 → Present
    American Funds
    San Antonio, TX
  • 09/2023 → Present
    Amdg Jmj Ventures Llc
    San Antonio, TX
Previous Registrations
  • 2003-01-24 → 2007-11-16
    Ameritas Investment Company, Llc
    Glendora, CA
    Glendora, CA
Other Businesses

AMDG JMJ VENTURES LLC POSITION: Managing Member NATURE: The LLC is formed alongside my spouse to have revenue generated from a couple of different sources. She is the main active member of the LLC: * Focus on Solar package sales for residential and commercial customers. Revenue Generated from baked goods sold through farm cooperatives and farmers markets *10/2024 Update include 2 additional responsibilities/functions: Mobile Auto Detailing & Landscaping and Yard Maintenance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2023 ADDRESS: San Antonio TX 78253, United States DESCRIPTION: Marketing, prospecting, researching, and presenting to residential and commercial prospects on purchasing solar and energy related equipment. Data gathering of electricity usage and then turning that into a solar package proposal. Part of the process would be referring potential prospects to solar specific finance companies in the assistance of purchasing a solar package. No financials are exchanged, just the referral being passed. Revenue generated from Spouses rolein baking, packaging, and delivery of home baked goods to farm cooperatives and farmers markets and fairs. 10/2024 Update to include 2 additional responsibilities/functions: Mobile Auto Detailing & Landscaping and Yard Maintenance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-17
S63 Uniform Securities Agent State Law Examination 2015-06-13
S66 Uniform Combined State Law Examination 2001-09-17
  • S65 Uniform Investment Adviser Law Examination
    2016-03-17
  • S63 Uniform Securities Agent State Law Examination
    2015-06-13
  • S66 Uniform Combined State Law Examination
    2001-09-17

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