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123 William Street 21St Floor, New York, NY 10038 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-13 |
Branch Locations
123 William Street 21St Floor, New York, NY 10038 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Group Private Client Services | New York | NY | 08/2024 | 06/2025 |
| Capital Group Private Client Services | New York | NY | 04/2014 | 08/2024 |
| Nerdwallet Wealth Partners | New York | NY | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-17 |
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