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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-02 |
| GA | RA | APPROVED | 2026-01-26 |
Branch Locations
Castle Pines, CO • 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 |
|---|---|---|---|---|
| Oneamerica | Concord | CA | 11/2015 | 08/2019 |
| American Funds | San Antonio | TX | 09/2019 | 04/2020 |
| Flogging Media | Venice | FL | 05/2015 | 09/2018 |
| American Funds | San Antonio | TX | 04/2020 | 09/2021 |
| American Funds | Los Angeles | CA | 09/2021 | 01/2026 |
| Etsy Poshmark And E-Bay | Roswell | GA | 08/2025 | Present |
| Capital Group/Capital Client Group, Inc. | Los Angeles | CA | 01/2026 | Present |
ETSY POSHMARK AND E-BAY POSITION: Re-seller NATURE: My mom and I have come across and purchased several lovely items, high quality that would fetch a nice price on resale. I'm only a hobbyist but it can be lucrative, so I wanted to report it. I'll be selling housewares, clothing and accessories. We find amazing things while traveling, on vacation, and weekends. Not during business hours. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/06/2025 ADDRESS: Roswell GA 30076, United States DESCRIPTION: Weekends and while traveling/on vacation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-27 |
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