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Lucas Nathanial Trammell

Capital Group Private Client Services, Inc.

Dallas, TX

Los Angeles, CA

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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 2025-09-19
NV RA APPROVED 2025-09-19
NY RA APPROVED 2025-09-19
TX RA APPROVED 2025-09-19
GA RA APPROVED 2025-09-16
CA RA APPROVED 2025-09-15
  • IL RA
    APPROVED
    Since 2025-09-19
  • NV RA
    APPROVED
    Since 2025-09-19
  • NY RA
    APPROVED
    Since 2025-09-19
  • TX RA
    APPROVED
    Since 2025-09-19
  • GA RA
    APPROVED
    Since 2025-09-16
  • CA RA
    APPROVED
    Since 2025-09-15

Branch Locations

Dallas, TX • 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
American Funds San Antonio TX 09/2006 01/2021
Capital Group / Capital Client Group, Inc. Los Angeles CA 01/2021 01/2025
Capital Group / Capital Client Group, Inc. Los Angeles CA 01/2025 09/2025
Capital Group / Capital Group Private Client Services, Inc. Los Angeles CA 09/2025 Present
  • 09/2006 → 01/2021
    American Funds
    San Antonio, TX
  • 01/2021 → 01/2025
    Capital Group / Capital Client Group, Inc.
    Los Angeles, CA
  • 01/2025 → 09/2025
    Capital Group / Capital Client Group, Inc.
    Los Angeles, CA
  • 09/2025 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-18
S63 Uniform Securities Agent State Law Examination 2006-11-22
  • S65 Uniform Investment Adviser Law Examination
    2013-06-18
  • S63 Uniform Securities Agent State Law Examination
    2006-11-22
Other Names
  • Luke Trammell

View on SEC IAPD

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