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Bradley Paul Lewis

Capital Client Group, Inc.

Carmel, IN

Mccordsville, IN

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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
IN RA APPROVED 2019-05-24
  • IN RA
    APPROVED
    Since 2019-05-24

Branch Locations

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

Mccordsville, 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
American Funds Carmel IN 08/2018 08/2019
Unemployed Indianapolis IN 05/2018 08/2018
Depauw University Greencastle IN 08/2015 05/2018
Salesforce Indianapolis IN 01/2017 09/2017
Indy Eleven Professional Soccer Indianapolis IN 08/2016 12/2016
American Funds Carmel IN 08/2019 04/2020
American Funds Carmel IN 04/2020 01/2021
American Funds Carmel IN 01/2021 08/2024
Capital Client Group, Inc. Carmel IN 08/2024 Present
  • 08/2018 → 08/2019
    American Funds
    Carmel, IN
  • 05/2018 → 08/2018
    Unemployed
    Indianapolis, IN
  • 08/2015 → 05/2018
    Depauw University
    Greencastle, IN
  • 01/2017 → 09/2017
    Salesforce
    Indianapolis, IN
  • 08/2016 → 12/2016
    Indy Eleven Professional Soccer
    Indianapolis, IN
  • 08/2019 → 04/2020
    American Funds
    Carmel, IN
  • 04/2020 → 01/2021
    American Funds
    Carmel, IN
  • 01/2021 → 08/2024
    American Funds
    Carmel, IN
  • 08/2024 → Present
    Capital Client Group, Inc.
    Carmel, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-24
S63 Uniform Securities Agent State Law Examination 2019-03-01
  • S65 Uniform Investment Adviser Law Examination
    2019-05-24
  • S63 Uniform Securities Agent State Law Examination
    2019-03-01
Other Names
  • Brad Lewis

View on SEC IAPD

Other Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

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