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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-21 |
Branch Locations
400 S. Hope Street 20Th Floor, Los Angeles, CA 90071 • United States
Burlingame, CA • United States
Steuart Tower, 1 Market St., Suite 1800, San Francisco, CA 94105 • United States
333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Group / Capital Client Group, Inc. | Los Angeles | CA | 01/2025 | Present |
| Franklin Templeton | San Mateo | CA | 01/2018 | 06/2023 |
| Unemployed | Burlingame | CA | 06/2023 | 01/2025 |
| Callan Associates | San Francisco | CA | 11/2010 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-07 |
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