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Capital Group Private Client Services, Inc. CRD 312837
$42.7B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
333 South Hope Street, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-30 |
| CA | RA | APPROVED | 2021-07-01 |
| GA | RA | APPROVED | 2021-07-01 |
| IL | RA | APPROVED | 2021-07-01 |
| NV | RA | APPROVED | 2021-07-01 |
| TX | RA | APPROVED | 2021-07-01 |
Branch Locations
333 South Hope Street, Los Angeles, CA 90071 • United States
Promenade Ii, Suite 2300 1230 Peachtree St., Ne, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 08/2014 | 06/2019 |
| Homemaking | Atlanta | GA | 06/2019 | 11/2019 |
| Capital Bank & Trust Company | Atlanta | GA | 11/2019 | 07/2021 |
| Capital Group Private Client Services, Inc. | Los Angeles | CA | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-11 |
| S65 | Uniform Investment Adviser Law Examination | 1993-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-13 |
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