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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-23 |
Branch Locations
3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investment Institutional Services | Westlake | TX | 06/2010 | 06/2017 |
| T. Rowe Price | Owings Mills | MD | 05/2017 | 09/2024 |
| Capital Group / Capital Client Group, Inc. | San Antonio | TX | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-27 |
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