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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-02 |
| NY | RA | APPROVED | 2025-02-07 |
Branch Locations
399 Park Ave., 39Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-07 |
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