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Melissa Ann Dreyer

Capital Client Group, Inc.

San Antonio, TX

Los Angeles, CA

San Antonio, TX

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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
TX RA APPROVED 2014-01-20
  • TX RA
    APPROVED
    Since 2014-01-20

Branch Locations

3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States

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

San Antonio, TX • 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 San Antonio TX 02/2014 01/2017
American Funds San Antonio TX 01/2017 09/2021
American Funds San Antonio TX 09/2021 04/2024
American Funds San Antonio TX 04/2024 10/2024
Capital Group/Capital Client Group, Inc. San Antonio TX 10/2024 Present
  • 02/2014 → 01/2017
    American Funds
    San Antonio, TX
  • 01/2017 → 09/2021
    American Funds
    San Antonio, TX
  • 09/2021 → 04/2024
    American Funds
    San Antonio, TX
  • 04/2024 → 10/2024
    American Funds
    San Antonio, TX
  • 10/2024 → Present
    Capital Group/Capital Client Group, Inc.
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-18
S63 Uniform Securities Agent State Law Examination 2011-07-07
  • S65 Uniform Investment Adviser Law Examination
    2014-01-18
  • S63 Uniform Securities Agent State Law Examination
    2011-07-07
Other Names
  • Melissa Ann Christopher
  • Melissa Ann Christopher
  • Missy Dreyer

View on SEC IAPD

Other Firms

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ROCKEFELLER FINANCIAL LLC
PARK AVENUE SECURITIES LLC
RBC CAPITAL MARKETS, LLC
KESTRA ADVISORY SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
ULRICH INVESTMENT CONSULTANTS

Other Investors

Daniel W Lasater
ABIGAIL CLAUDIO-JACKSON
RYAN MCCLEARY
JASON MATTHEW PORTER
John David Carrillo
Klinton Chi-Chuen Law
Erik Carl Munson
Joshua L Killeen

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

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