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Davina Jean Merrell

Capital Client Group, Inc.

Los Angeles, CA

Indianapolis, IN

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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
CA RA APPROVED 2024-01-09
  • CA RA
    APPROVED
    Since 2024-01-09

Branch Locations

333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States

Indianapolis, IN • 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
Oneamerica Securities Indianapolis IN 12/2014 05/2018
Unemployed Indianapolis IN 06/2018 02/2019
American Funds Carmel IN 02/2019 04/2020
American Funds Carmel IN 04/2020 10/2020
American Funds Carmel IN 10/2020 01/2021
American Funds Carmel IN 01/2021 08/2022
American Funds Carmel IN 08/2022 01/2024
Capital Group / Capital Client Group, Inc. Los Angeles CA 01/2024 03/2026
Capital Group / Capital Client Group, Inc. Los Angeles CA 03/2026 Present
  • 12/2014 → 05/2018
    Oneamerica Securities
    Indianapolis, IN
  • 06/2018 → 02/2019
    Unemployed
    Indianapolis, IN
  • 02/2019 → 04/2020
    American Funds
    Carmel, IN
  • 04/2020 → 10/2020
    American Funds
    Carmel, IN
  • 10/2020 → 01/2021
    American Funds
    Carmel, IN
  • 01/2021 → 08/2022
    American Funds
    Carmel, IN
  • 08/2022 → 01/2024
    American Funds
    Carmel, IN
  • 01/2024 → 03/2026
    Capital Group / Capital Client Group, Inc.
    Los Angeles, CA
  • 03/2026 → Present
    Capital Group / Capital Client Group, Inc.
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-17
S63 Uniform Securities Agent State Law Examination 2003-10-21
  • S65 Uniform Investment Adviser Law Examination
    2015-04-17
  • S63 Uniform Securities Agent State Law Examination
    2003-10-21

View on SEC IAPD

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DIMITRI JIMMY KRIKELAS
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Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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