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Capital Client Group, Inc. CRD 6247
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-21 |
| CA | RA | APPROVED | 2021-05-04 |
Branch Locations
Harleysville, PA • United States
333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States
400 S. Hope Street 20Th Floor, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Group Companies - American Funds Distributors, Inc. | Los Angeles | CA | 03/2021 | 01/2026 |
| Blackrock | Princeton | NJ | 03/2019 | 03/2021 |
| Vanguard | Malvern | PA | 06/2013 | 03/2019 |
| Capital Group/Capital Client Group, Inc. | Los Angeles | CA | 01/2026 | Present |
Name of other business: Finneran Consulting LLC Investment related: No Address: , Harlysville, PA 19438 Nature of other business: Fantasy sports leagues Position/Title: Owner Start Date: 04/2018 Hours/Month: 4 Hours during trading hours: None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-01 |
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