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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 | 2017-09-11 |
Branch Locations
333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States
Parker, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Navy | San Diego | CA | 03/2013 | 02/2017 |
| American Funds | Los Angeles | CA | 02/2017 | 08/2020 |
| American Funds | Los Angeles | CA | 08/2020 | 11/2025 |
| Capital Group, Capital Client Group, Inc. | Los Angeles | CA | 11/2025 | Present |
Name of the other business: INVI Mindhealth, Inc. / Is the business Investment Related: No / The address of the other business: Colorado 80206 / The nature of the other business: mental health business / Your position/title: founder / Start date: April 1, 2022 / The number of hours/month you devote to the other business: 10 / The number of hours during securities trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-12 |
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