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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 | 2026-07-22 |
| TX | RA | APPROVED | 2023-08-02 |
Branch Locations
Walnut Creek , CA • United States
333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investor Services, Llc / Massmutual Life Ins. Co. | Austin | TX | 08/2019 | 07/2023 |
| Biodynamic Research Corporation | San Antonio | TX | 10/2018 | 08/2019 |
| University Of Texas - San Antonio | San Antonio | TX | 09/2015 | 05/2019 |
| Capital Group / American Funds Distributors, Inc. | San Antonio | TX | 07/2023 | 01/2024 |
| Capital Group / American Funds Distributors, Inc. | San Antonio | TX | 01/2024 | 03/2025 |
| Capital Group/Capital Client Group, Inc. | San Antonio | TX | 03/2025 | 07/2026 |
| Capital Group/Capital Client Group, Inc. | Los Angeles | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-28 |
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