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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
NJ RA APPROVED 2026-04-02
NY RA APPROVED 2025-02-07
  • NJ RA
    APPROVED
    Since 2026-04-02
  • NY RA
    APPROVED
    Since 2025-02-07

Branch Locations

Hoboken, NJ • United States

399 Park Ave., 39Th Floor, New York, NY 10022 • United States

12711 N. Meridian Street, Carmel, IN 46032 • 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 Client Group, Inc. New York NY 09/2024 Present
Mercer Investments Llc New York NY 07/2021 09/2024
Campbells Soup Company Camden NJ 05/2019 08/2019
Willis Towers Watson New York NY 06/2020 08/2020
University Of Pittsburgh Pittsburgh PA 08/2017 05/2021
Unemployed Collegeville PA 09/2014 08/2017
  • 09/2024 → Present
    Capital Group / Capital Client Group, Inc.
    New York, NY
  • 07/2021 → 09/2024
    Mercer Investments Llc
    New York, NY
  • 05/2019 → 08/2019
    Campbells Soup Company
    Camden, NJ
  • 06/2020 → 08/2020
    Willis Towers Watson
    New York, NY
  • 08/2017 → 05/2021
    University Of Pittsburgh
    Pittsburgh, PA
  • 09/2014 → 08/2017
    Unemployed
    Collegeville, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-07
  • S66 Uniform Combined State Law Examination
    2025-02-07

View on SEC IAPD

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