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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-22 |
Branch Locations
400 S. Hope Street 20Th Floor, Los Angeles, CA 90071 • United States
San Juan Capistrano , CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Juan Capistrano | CA | 06/2016 | 09/2016 |
| Bic Distributors, Llc | San Clamente | CA | 09/2016 | 12/2016 |
| Beacon Capital Management, Inc./Aggregate Fin. Services, Inc | San Juan Capistrano | CA | 06/2017 | 06/2026 |
| Capital Group / Capital Client Group, Inc. | Los Angeles | CA | 06/2026 | Present |
| Unemployed | San Juan Capistrano | CA | 12/2016 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-14 |
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