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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 | 2026-01-26 |
| IN | RA | APPROVED | 2017-06-07 |
Branch Locations
333 S. Hope St. 55Th Fl., Los Angeles, CA 90071 • UNITED STATES
Greenfield, IN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds | Carmel | IN | 05/2017 | 02/2019 |
| Lpl Financial | Greenfield | IN | 08/2016 | 05/2017 |
| American Funds | Carmel | IN | 02/2019 | 03/2025 |
| Capital Group/Capital Client Group, Inc. | Carmel | IN | 03/2025 | 01/2026 |
| Capital Group/Capital Client Group, Inc. | Los Angeles | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-12 |
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