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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 | 2022-06-28 |
Branch Locations
333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States
400 S. Hope Street 20Th Floor, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Providence College | Providence | RI | 09/2012 | 12/2016 |
| Northern Threads, Llc. | York | ME | 05/2013 | 11/2017 |
| American Funds Service | San Antonio | TX | 03/2017 | 06/2018 |
| Bar Louie | San Antonio | TX | 03/2017 | 07/2017 |
| Sylvan Learning Center | San Antonio | TX | 07/2017 | 02/2018 |
| Airbnb | San Antonio | TX | 12/2017 | 02/2018 |
| American Funds | San Antonio | TX | 06/2018 | 04/2020 |
| American Funds | San Antonio | TX | 04/2020 | 01/2021 |
| American Funds | San Antonio | TX | 01/2021 | 06/2022 |
| American Funds | Los Angeles | CA | 06/2022 | 03/2025 |
| Capital Client Group, Inc. | Los Angeles | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-04 |
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