Daniela Mendez

Capital Client Group, Inc.

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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

Authority	Category	Status	Date
FL	RA	APPROVED	2025-12-23

FL RA
APPROVED

Since 2025-12-23

Branch Locations

Miami, FL • United States

78 Sw 7Th St., 5Th Fl., Suite 05-5117, Miami, FL 33130 • 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

Organization	City	State	From	To
Ubs Financial Services Inc.	Miami	FL	09/2018	08/2021
University Of Miami	Miami	FL	08/2015	05/2019
Merrill Lynch, Pierce, Fenner & Smith, Inc.	Miami	FL	08/2021	03/2024
Mfs Inv. Mgmt/ Mfs Fund Distributors, Inc./ Mfs Instit. Adv. Inc	Miami	FL	04/2024	10/2025
Capital Group / Capital Client Group, Inc.	Miami	FL	11/2025	Present

09/2018 → 08/2021

Ubs Financial Services Inc.

Miami, FL
08/2015 → 05/2019

University Of Miami

Miami, FL
08/2021 → 03/2024

Merrill Lynch, Pierce, Fenner & Smith, Inc.

Miami, FL
04/2024 → 10/2025

Mfs Inv. Mgmt/ Mfs Fund Distributors, Inc./ Mfs Instit. Adv. Inc

Miami, FL
11/2025 → Present

Capital Group / Capital Client Group, Inc.

Miami, FL

Previous Registrations

2024-06-10 → 2025-11-11

Mfs Institutional Advisors Inc.

Miami, FL

Miami, FL

Boston, MA
2021-09-27 → 2024-04-01

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Miami, FL
2020-06-24 → 2021-08-31

Ubs Financial Services Inc.

Coral Gables, FL

Miami, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-06-23

S66 Uniform Combined State Law Examination

2020-06-23

View on SEC IAPD

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