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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 | 2024-09-18 |
Branch Locations
King Of Prussia, PA • United States
333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Home Mortgage | Des Moines | IA | 01/2013 | 03/2017 |
| The Ridgefield Group | Des Moines | IA | 03/2017 | 02/2019 |
| Bank Of The West | Des Moines | IA | 02/2019 | 05/2019 |
| Sammons Retirement Solutions | West Des Moines | IA | 07/2019 | 05/2020 |
| Student / Unemployed | West Des Moines | IA | 05/2019 | 07/2019 |
| Capital Group - American Funds | San Antonio | TX | 05/2020 | 01/2021 |
| American Funds | San Antonio | TX | 01/2021 | 04/2023 |
| American Funds | San Antonio | TX | 04/2023 | 09/2023 |
| American Funds | San Antonio | TX | 09/2023 | 09/2024 |
| Capital Client Group, Inc. | Los Angeles | CA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-03 |
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