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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-04 |
| IN | RA | APPROVED | 2013-11-25 |
Branch Locations
333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States
Carmel, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds | Carmel | IN | 01/2016 | 01/2021 |
| American Funds | Carmel | IN | 01/2021 | 04/2021 |
| American Funds | Carmel | IN | 04/2021 | 04/2023 |
| American Funds | Carmel | IN | 04/2023 | 08/2026 |
| Ts2 Coaching | Camby | IN | 05/2025 | Present |
| Nxt Lvl Endurance | Louisville | KY | 01/2025 | Present |
| Capital Group/Capital Client Group, Inc. | Los Angeles | CA | 08/2026 | Present |
NXT LVL ENDURANCE (Previously TS2 Coaching) POSITION: Endurance Coach NATURE: NXT LVL Endurance is a community of amateur endurance athletes across the country/ an endurance club. Athletes can be part of the NXT LVL Endurance community/ team but also join group events early mornings, weekends, etc. Within the community, there are coaches that people can pay to have (all coaches do this in their spare time), some coaches offer their coaching expertise for free or join group workouts and events and within those offer up triathlon or run advice to help someone get better or achieve their goals. Athletes can be from someone wanting to run their first 5k all the way to completing Ironman events on the top stage. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: Louisville KY 40245, United States DESCRIPTION: I decided to become a "coach" in January with the team I was/am an athlete on. My several years of experience and success within the running and triathlon community gave me an opportunity to help people improve, achieve their goals or learn how to enter into the sport(s). I do not charge for my services, most of the time I get asked for advice when we are doing our early morning 430a weekday workouts, our weekend bike and/or runs or the occasional phone call or text. I do get people who want to pay me and have declined payment so far... it is fun to just help people (adults and kids). It makes sense to include this on my OBA as I think I could see value if someone offers to pay, accept payment and at the end of each year, donate 100% of those proceeds to one of the charities or boards I am involved in to continue to multiply the community effect! The only 2 hours of devoted time I put are the aggregate of conversations outside of regular training I am already doing alongside people while I train for my own events.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-12-18 |
| S65 | Uniform Investment Adviser Law Examination | 2010-11-18 |
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