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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-16 |
Branch Locations
399 Park Ave., 39Th Floor, New York, NY 10022 • United States
New York, NY • United States
6455 Irvine Center Drive, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Eagle Investment Management, Llc | New York | NY | 01/2011 | 09/2017 |
| American Funds | Indianapolis | IN | 10/2017 | 04/2019 |
| American Funds | Los Angeles | CA | 04/2019 | 08/2021 |
| American Funds | Carmel | IN | 08/2021 | 07/2022 |
| American Funds | Los Angeles | CA | 07/2022 | 05/2023 |
| Capital Group - American Funds Distributors, Inc. | Los Angeles | CA | 05/2023 | 12/2024 |
| Capital Group / Capital Client Group, Inc. | New York | NY | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-19 |
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