Best Investors Account Sign in
Inactive

Nicole Theresa Kisak

Capital Group Private Client Services, Inc.

San Francisco, CA

Claim This Profile
Current Employers
Capital Group Private Client Services, Inc.

333 South Hope Street, Los Angeles, CA 90071 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-05-08
GA RA APPROVED 2025-04-11
CA RA APPROVED 2025-03-03
NV RA APPROVED 2025-03-03
NY RA APPROVED 2025-03-03
TX RA APPROVED_RES 2025-02-28
  • IL RA
    APPROVED
    Since 2025-05-08
  • GA RA
    APPROVED
    Since 2025-04-11
  • CA RA
    APPROVED
    Since 2025-03-03
  • NV RA
    APPROVED
    Since 2025-03-03
  • NY RA
    APPROVED
    Since 2025-03-03
  • TX RA
    APPROVED_RES
    Since 2025-02-28

Branch Locations

Steuart Tower, 1 Market St., Suite 1800, San Francisco, CA 94105 • 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
City National Bank / City National Securities, Inc. Walnut Creek CA 12/2007 03/2022
Capital Group / Capital Group Private Client Services, Inc. San Francisco CA 02/2022 Present
  • 12/2007 → 03/2022
    City National Bank / City National Securities, Inc.
    Walnut Creek, CA
  • 02/2022 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    San Francisco, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-08-17
  • S63 Uniform Securities Agent State Law Examination
    2013-08-17
Designations
Other Names
  • Nicole Theresa Kisak-Padgett
  • Nicole Theresa Kisak

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor