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Matthew Aaron Wooten

Capital Client Group, Inc.

Carmel, IN

Fishers, 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
IN RA APPROVED 2021-06-14
  • IN RA
    APPROVED
    Since 2021-06-14

Branch Locations

12711 N. Meridian Street, Carmel, IN 46032 • United States

Fishers, 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
American Funds Carmel IN 08/2005 01/2021
Capital Group Companies - American Funds Carmel IN 01/2021 06/2026
Capital Group/Capital Client Group, Inc. Carmel IN 06/2026 Present
  • 08/2005 → 01/2021
    American Funds
    Carmel, IN
  • 01/2021 → 06/2026
    Capital Group Companies - American Funds
    Carmel, IN
  • 06/2026 → Present
    Capital Group/Capital Client Group, Inc.
    Carmel , IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-12
S63 Uniform Securities Agent State Law Examination 2003-06-19
  • S66 Uniform Combined State Law Examination
    2021-06-12
  • S63 Uniform Securities Agent State Law Examination
    2003-06-19
Other Names
  • Matthew Arron Wooten
  • Matt Wooten
  • Matthew A Wooten

View on SEC IAPD

Other Firms

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ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

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