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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-12-16 |
Branch Locations
12711 N. Meridian Street, Carmel, IN 46032 • United States
3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States
Noblesville, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds | Carmel | IN | 06/2015 | 08/2019 |
| American Funds | San Antonio | TX | 08/2019 | 01/2021 |
| American Funds | San Antonio | TX | 01/2021 | 01/2022 |
| American Funds | Carmel | IN | 01/2022 | 04/2022 |
| Capital Group - American Funds Distributors, Inc. | Carmel | IN | 04/2022 | 01/2024 |
| Capital Group - Capital Client Group, Inc. | Carmel | IN | 01/2024 | Present |
| Ebay | Noblesville | IN | 08/2025 | Present |
EBAY POSITION: Seller NATURE: Selling various items, including collectible cards and coins, through online sites like eBay INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: Noblesville, IN, United States DESCRIPTION: Sell items in my possession via online platforms like eBay
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-22 |
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