Best Investors Account Sign in
Current Employers
Capital Client Group, Inc.

333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-02-28
  • IL RA
    APPROVED
    Since 2025-02-28

Branch Locations

Chicago , IL • United States

444 W. Lake St., Suite 4600, Chicago, IL 60606 • United States

333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • 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. Chicago IL 10/2024 03/2025
Wellington Management Company, Llp Chicago IL 07/2018 10/2024
University Of Chicago Chicago IL 09/2014 06/2018
Capital Client Group, Inc. Chicago IL 03/2025 Present
  • 10/2024 → 03/2025
    Capital Group / Capital Client Group, Inc.
    Chicago, IL
  • 07/2018 → 10/2024
    Wellington Management Company, Llp
    Chicago, IL
  • 09/2014 → 06/2018
    University Of Chicago
    Chicago, IL
  • 03/2025 → Present
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-28
  • S66 Uniform Combined State Law Examination
    2025-02-28

View on SEC IAPD

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor