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Dylan John Burdick

Capital Client Group, Inc.

Nashville, TN

Los Angeles, CA

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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
TN RA APPROVED 2026-07-13
CA RA APPROVED 2023-07-12
  • TN RA
    APPROVED
    Since 2026-07-13
  • CA RA
    APPROVED
    Since 2023-07-12

Branch Locations

Nashville, TN • United States

333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • 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
Capital One Investing Annapolis MD 08/2016 03/2018
American Funds San Antonio TX 03/2018 04/2020
American Funds San Antonio TX 04/2020 01/2021
American Funds San Antonio TX 01/2021 04/2023
American Funds San Antonio TX 04/2023 07/2023
Capital Group / Capital Client Group, Inc. Los Angeles CA 07/2023 Present
  • 08/2016 → 03/2018
    Capital One Investing
    Annapolis, MD
  • 03/2018 → 04/2020
    American Funds
    San Antonio, TX
  • 04/2020 → 01/2021
    American Funds
    San Antonio, TX
  • 01/2021 → 04/2023
    American Funds
    San Antonio, TX
  • 04/2023 → 07/2023
    American Funds
    San Antonio, TX
  • 07/2023 → Present
    Capital Group / Capital Client Group, Inc.
    Los Angeles, CA
Previous Registrations
  • 2016-08-10 → 2018-03-26
    Capital One Advisors, Llc
    Annapolis, MD
    Mclean, VA
  • 2015-04-08 → 2016-01-04
    Mcadam Llc
    Tysons Corner, VA
    Radnor, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-08
S63 Uniform Securities Agent State Law Examination 2015-02-24
  • S65 Uniform Investment Adviser Law Examination
    2015-04-08
  • S63 Uniform Securities Agent State Law Examination
    2015-02-24

View on SEC IAPD

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