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Current Employers
Capital Client Group, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-06
  • TX RA
    APPROVED
    Since 2022-04-06

Branch Locations

333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States

3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States

San Antonio, TX • 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
Kensington Investment Distributors, Llc - Ascendant Austin TX 11/2020 06/2021
Open House Tx Realty Investments, Llc Dallas TX 02/2020 11/2020
Savvi Properties Llc Carrollton TX 08/2019 12/2019
Networth Realty Dallas TX 12/2018 07/2019
University Of Oklahoma Norman OK 08/2013 12/2018
Kenney Industries Dallas TX 05/2017 08/2017
Tandem Wealth Advisors, Llc Phoenix AZ 06/2021 12/2021
Unemployed Austin TX 12/2021 03/2022
Capital Group / Capital Client Group, Inc. San Antonio TX 03/2022 12/2024
Capital Group / Capital Client Group, Inc. San Antonio TX 12/2024 Present
  • 11/2020 → 06/2021
    Kensington Investment Distributors, Llc - Ascendant
    Austin, TX
  • 02/2020 → 11/2020
    Open House Tx Realty Investments, Llc
    Dallas, TX
  • 08/2019 → 12/2019
    Savvi Properties Llc
    Carrollton, TX
  • 12/2018 → 07/2019
    Networth Realty
    Dallas, TX
  • 08/2013 → 12/2018
    University Of Oklahoma
    Norman, OK
  • 05/2017 → 08/2017
    Kenney Industries
    Dallas, TX
  • 06/2021 → 12/2021
    Tandem Wealth Advisors, Llc
    Phoenix, AZ
  • 12/2021 → 03/2022
    Unemployed
    Austin, TX
  • 03/2022 → 12/2024
    Capital Group / Capital Client Group, Inc.
    San Antonio, TX
  • 12/2024 → Present
    Capital Group / Capital Client Group, Inc.
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-14
S63 Uniform Securities Agent State Law Examination 2021-01-22
  • S66 Uniform Combined State Law Examination
    2021-07-14
  • S63 Uniform Securities Agent State Law Examination
    2021-01-22
Other Names
  • Matt Levene

View on SEC IAPD

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