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Savitri Padmaviti Pai

Capital Group Private Client Services, Inc.

Los Angeles, CA

Chicago, IL

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Current Employers
Capital Group Private Client Services, Inc.

333 South Hope Street, Los Angeles, CA 90071 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-02
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
  • NY RA
    APPROVED
    Since 2021-08-02
  • CA RA
    APPROVED
    Since 2021-07-01
  • GA RA
    APPROVED
    Since 2021-07-01
  • IL RA
    APPROVED
    Since 2021-07-01
  • NV RA
    APPROVED
    Since 2021-07-01
  • TX RA
    APPROVED
    Since 2021-07-01

Branch Locations

333 South Hope Street, Los Angeles, CA 90071 • United States

444 W. Lake St., Suite 4600, Chicago, IL 60606 • 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
J.P. Morgan Chase Private Bank Chicago IL 10/2010 05/2019
Unemployed Chicago IL 05/2019 10/2019
Capital Bank & Trust Company Chicago IL 10/2019 07/2021
Capital Group Private Client Services, Inc. Los Angeles CA 07/2021 Present
  • 10/2010 → 05/2019
    J.P. Morgan Chase Private Bank
    Chicago, IL
  • 05/2019 → 10/2019
    Unemployed
    Chicago, IL
  • 10/2019 → 07/2021
    Capital Bank & Trust Company
    Chicago, IL
  • 07/2021 → Present
    Capital Group Private Client Services, Inc.
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-04
S63 Uniform Securities Agent State Law Examination 2006-08-31
  • S65 Uniform Investment Adviser Law Examination
    2020-03-04
  • S63 Uniform Securities Agent State Law Examination
    2006-08-31
Other Names
  • Savi P Pai
  • Savi Padmaviti Pai
  • Savitri P Pai

View on SEC IAPD

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DIMITRI JIMMY KRIKELAS
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Sarah Mushtaq Chhotani
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Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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