Best Investors Account Sign in
Current Employers
Capital Group Private Client Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-06-04
NV RA APPROVED 2025-05-06
IL RA APPROVED 2025-05-02
NY RA APPROVED 2025-05-02
TX RA APPROVED 2025-05-02
CA RA APPROVED 2025-04-29
  • GA RA
    APPROVED
    Since 2025-06-04
  • NV RA
    APPROVED
    Since 2025-05-06
  • IL RA
    APPROVED
    Since 2025-05-02
  • NY RA
    APPROVED
    Since 2025-05-02
  • TX RA
    APPROVED
    Since 2025-05-02
  • CA RA
    APPROVED
    Since 2025-04-29

Branch Locations

11100 Santa Monica Blvd., 18Th Floor, Los Angeles, CA 90025 • 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 / Capital Group Private Client Services, Inc. Los Angeles CA 01/2001 Present
  • 01/2001 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-28
S63 Uniform Securities Agent State Law Examination 1997-02-11
  • S65 Uniform Investment Adviser Law Examination
    2025-04-28
  • S63 Uniform Securities Agent State Law Examination
    1997-02-11

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Los Angeles, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor