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Michelle Moon St Julien

Capital Group Private Client Services, Inc.

Los Angeles, CA

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Current Employers
Capital Group Private Client Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-12-18
IL RA APPROVED 2024-10-29
NV RA APPROVED 2024-10-29
NY RA APPROVED 2024-10-29
TX RA APPROVED 2024-10-29
CA RA APPROVED 2024-10-28
  • GA RA
    APPROVED
    Since 2024-12-18
  • IL RA
    APPROVED
    Since 2024-10-29
  • NV RA
    APPROVED
    Since 2024-10-29
  • NY RA
    APPROVED
    Since 2024-10-29
  • TX RA
    APPROVED
    Since 2024-10-29
  • CA RA
    APPROVED
    Since 2024-10-28

Branch Locations

333 S. Hope St., 55Th Floor, Los Angeles, CA 90071 • 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
Capital Group Companies Los Angeles CA 06/2018 07/2024
Capital Group / Capital Group Private Client Services, Inc. Los Angeles CA 07/2024 Present
Unemployed Los Angeles CA 03/2018 06/2018
Transamerica Los Angeles CA 03/2011 03/2018
  • 06/2018 → 07/2024
    Capital Group Companies
    Los Angeles, CA
  • 07/2024 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    Los Angeles, CA
  • 03/2018 → 06/2018
    Unemployed
    Los Angeles, CA
  • 03/2011 → 03/2018
    Transamerica
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-27
S66 Uniform Combined State Law Examination 2007-08-31
  • S65 Uniform Investment Adviser Law Examination
    2024-10-27
  • S66 Uniform Combined State Law Examination
    2007-08-31
Other Names
  • Michelle Mary Ann St Julien

View on SEC IAPD

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POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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