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333 South Hope Street, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-13 |
| NV | RA | APPROVED | 2025-12-10 |
| CA | RA | APPROVED | 2025-12-09 |
| IL | RA | APPROVED | 2025-12-09 |
| TX | RA | APPROVED | 2025-12-09 |
| NY | RA | APPROVED | 2025-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiduciary Trust Company International | New York | NY | 01/2013 | 06/2018 |
| Family Management Corporation | New York | NY | 07/2018 | 06/2019 |
| Capital Group / Capital Group Private Client Services, Inc. | New York | NY | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-17 |
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