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Current Employers
Capital Client Group, Inc.

333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-04
IN RA APPROVED 2013-11-25
  • CA RA
    APPROVED
    Since 2026-08-04
  • IN RA
    APPROVED
    Since 2013-11-25

Branch Locations

333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States

Carmel, IN • 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
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
  • 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
    American Funds
    Carmel, IN
  • 05/2025 → Present
    Ts2 Coaching
    Camby, IN
  • 01/2025 → Present
    Nxt Lvl Endurance
    Louisville, KY
  • 08/2026 → Present
    Capital Group/Capital Client Group, Inc.
    Los Angeles, CA
Previous Registrations
  • 2011-06-01 → 2013-11-25
    Indianapolis, IN
    Cedar, MI
  • 2010-11-23 → 2011-04-27
    New England Securities
    Indianapolis, IN
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-12-18
S65 Uniform Investment Adviser Law Examination 2010-11-18
  • S63 Uniform Securities Agent State Law Examination
    2013-12-18
  • S65 Uniform Investment Adviser Law Examination
    2010-11-18

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