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Current Employers
Capital Group Private Client Services, Inc.

333 South Hope Street, Los Angeles, CA 90071 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-10-22
NY RA APPROVED 2025-10-14
MA RA APPROVED 2025-10-08
NV RA APPROVED 2025-10-08
GA RA APPROVED 2025-09-08
TX RA APPROVED_RES 2025-09-07
CA RA APPROVED 2025-09-06
  • IL RA
    APPROVED
    Since 2025-10-22
  • NY RA
    APPROVED
    Since 2025-10-14
  • MA RA
    APPROVED
    Since 2025-10-08
  • NV RA
    APPROVED
    Since 2025-10-08
  • GA RA
    APPROVED
    Since 2025-09-08
  • TX RA
    APPROVED_RES
    Since 2025-09-07
  • CA RA
    APPROVED
    Since 2025-09-06

Branch Locations

Sudbury, MA • United States

333 South Hope Street, Los Angeles, CA 90071 • 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
Capital Group / American Funds Distributors, Inc. Los Angeles CA 04/2015 04/2023
Capital Group / American Funds Distributors, Inc. Los Angeles CA 04/2023 04/2025
Capital Group / Capital Client Group, Inc. Los Angeles CA 04/2025 09/2025
Capital Group / Capital Group Private Client Services, Inc. Los Angeles CA 09/2025 03/2026
Capital Group / Capital Group Private Client Services, Inc. Los Angeles CA 03/2026 Present
  • 04/2015 → 04/2023
    Capital Group / American Funds Distributors, Inc.
    Los Angeles, CA
  • 04/2023 → 04/2025
    Capital Group / American Funds Distributors, Inc.
    Los Angeles, CA
  • 04/2025 → 09/2025
    Capital Group / Capital Client Group, Inc.
    Los Angeles, CA
  • 09/2025 → 03/2026
    Capital Group / Capital Group Private Client Services, Inc.
    Los Angeles, CA
  • 03/2026 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-25
S63 Uniform Securities Agent State Law Examination 1996-07-23
  • S66 Uniform Combined State Law Examination
    2023-08-25
  • S63 Uniform Securities Agent State Law Examination
    1996-07-23

View on SEC IAPD

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