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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 | 2021-05-25 |
Branch Locations
400 S. Hope Street 20Th Floor, Los Angeles, CA 90071 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Group - American Funds | Los Angeles | CA | 11/2005 | 03/2025 |
| Capital Client Group. Inc. | Los Angeles | CA | 03/2025 | Present |
| Capital Research & Management Company (Crmc) | Los Angeles | CA | 04/2026 | Present |
CAPITAL RESEARCH & MANAGEMENT COMPANY (CRMC) POSITION: Research Analyst Support NATURE: Capital Research and Management Company, a wholly-owned subsidiary of The Capital Group Companies, Inc., is a Delaware corporation that traces its roots to 1931. Capital Research and Management Company is the investment adviser to the Capital Group exchange-traded funds (ETFs), closed-end management investment companies that operate as interval funds, and to the American Funds family of mutual funds. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/01/2026 ADDRESS: 333 S Hope St, Los Angeles CA 90071, United States DESCRIPTION: The activity is an expansion of my role in Capital Group, to encompass participation in the design and management of custom solutions. Specific elements of the role include (1) client-facing activity related to the design and servicing of custom solutions, (2) initial investment solution design, (3) recommendations for changes to custom solutions, and (4) potential expansion of operation duties for portfolio management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-25 |
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