Best Investors Account Sign in
Current Employers
Capital Client Group, Inc.

333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-12-19
  • IN RA
    APPROVED
    Since 2022-12-19

Branch Locations

12711 N. Meridian Street, Carmel, IN 46032 • United States

Indianapolis, IN • 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
Nationwide Grandview Heights OH 02/2015 05/2022
Capital Group - American Funds Distributors, Inc. Carmel IN 06/2022 09/2023
Michael Kors Columbus OH 10/2016 01/2018
Capital Group - American Funds Distributors, Inc. Carmel IN 09/2023 04/2026
Capital Group/Capital Client Group, Inc. Carmel IN 04/2026 Present
  • 02/2015 → 05/2022
    Nationwide
    Grandview Heights, OH
  • 06/2022 → 09/2023
    Capital Group - American Funds Distributors, Inc.
    Carmel, IN
  • 10/2016 → 01/2018
    Michael Kors
    Columbus, OH
  • 09/2023 → 04/2026
    Capital Group - American Funds Distributors, Inc.
    Carmel, IN
  • 04/2026 → Present
    Capital Group/Capital Client Group, Inc.
    Carmel, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-19
S63 Uniform Securities Agent State Law Examination 2018-09-24
  • S66 Uniform Combined State Law Examination
    2022-12-19
  • S63 Uniform Securities Agent State Law Examination
    2018-09-24
Other Names
  • Beatrix Balint
  • Bea Abood

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Carmel, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor