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Capital Client Group, Inc. CRD 6247
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-23 |
Branch Locations
400 S. Hope Street 20Th Floor, Los Angeles, CA 90071 • United States
Santa Monica, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Santa Monica | CA | 10/2018 | 05/2021 |
| Evestment | Atlanta | GA | 06/2016 | 10/2018 |
| Capital Group - American Funds Distributors, Inc. | Los Angeles | CA | 06/2021 | 04/2023 |
| Capital Group - American Funds Distributors, Inc. | Los Angeles | CA | 04/2023 | 03/2026 |
| Capital Group/Capital Client Group, Inc. | Los Angeles | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-01 |
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