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Emily Konrad Lantz

Capital Group Private Client Services, Inc.

Los Angeles, CA

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Current Employers
Capital Group Private Client Services, Inc.

333 South Hope Street, Los Angeles, CA 90071 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-07-14
IL RA APPROVED 2025-04-24
NV RA APPROVED 2025-04-24
NY RA APPROVED 2025-04-24
TX RA APPROVED 2025-04-24
CA RA APPROVED 2025-04-21
  • GA RA
    APPROVED
    Since 2025-07-14
  • IL RA
    APPROVED
    Since 2025-04-24
  • NV RA
    APPROVED
    Since 2025-04-24
  • NY RA
    APPROVED
    Since 2025-04-24
  • TX RA
    APPROVED
    Since 2025-04-24
  • CA RA
    APPROVED
    Since 2025-04-21

Branch Locations

11100 Santa Monica Blvd., 18Th Fl., Los Angeles, CA 90025 • 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
Capital Group / Capital Group Private Client Services, Inc. Los Angeles CA 12/2018 Present
Infinity Insurance Cerritos CA 03/2014 12/2018
  • 12/2018 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    Los Angeles, CA
  • 03/2014 → 12/2018
    Infinity Insurance
    Cerritos, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-21
  • S65 Uniform Investment Adviser Law Examination
    2025-04-21
Other Names
  • Emily Grace Konrad
  • Emily Konrad Lantz

View on SEC IAPD

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Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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