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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 | 2025-03-13 |
Branch Locations
Cedar Park, TX • United States
333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Distributors, Llc/ Putnum Investment Mgmt., Lcc | Cedar Park | TX | 07/2024 | 02/2025 |
| Putnam Retail Mgmt, Lp /Putnam Inv. Mgmt Llc | Boston | MA | 10/1997 | 07/2024 |
| Capital Group / Capital Client Group, Inc. | Los Angeles | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-23 |
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