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John David Workman

Capital Client Group, Inc.

Indianapolis, IN

Carmel, IN

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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
IN RA APPROVED 2018-01-29
  • IN RA
    APPROVED
    Since 2018-01-29

Branch Locations

Indianapolis, IN • United States

12711 N. Meridian Street, Carmel, IN 46032 • 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 Service Co. Carmel IN 08/2014 01/2017
American Funds Distributors, Inc. Carmel IN 01/2017 04/2020
American Funds Carmel IN 04/2020 01/2021
American Funds Carmel IN 01/2021 09/2025
Capital Group, Capital Client Group, Inc Carmel IN 09/2025 Present
  • 08/2014 → 01/2017
    American Funds Service Co.
    Carmel, IN
  • 01/2017 → 04/2020
    American Funds Distributors, Inc.
    Carmel, IN
  • 04/2020 → 01/2021
    American Funds
    Carmel, IN
  • 01/2021 → 09/2025
    American Funds
    Carmel, IN
  • 09/2025 → Present
    Capital Group, Capital Client Group, Inc
    Carmel, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-29
S63 Uniform Securities Agent State Law Examination 2017-03-02
  • S65 Uniform Investment Adviser Law Examination
    2018-01-29
  • S63 Uniform Securities Agent State Law Examination
    2017-03-02

View on SEC IAPD

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