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West Palm Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-12-03 |
| RI | RA | APPROVED | 2018-07-16 |
Branch Locations
1220 Pontiac Ave Suite 301, Cranston, RI 02920 • United States
West Palm Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Capital Group Securities, Inc | Cranston | RI | 02/2000 | 12/2020 |
| The Capital Group Investment Advisors, Inc. | Cranston | RI | 10/2000 | 12/2018 |
| The Capital Group Fiduciary Advisors, Llc | West Palm Beach | FL | 02/2018 | Present |
| The Capital Group Financial Advisors, Inc. | West Palm Beach, Fl | FL | 01/1995 | 05/2023 |
| Ausdal Financial Partners, Inc | Davenport | IA | 10/2020 | Present |
INSURANCE SALES; INVESTMENT RELATED; CRANSTON, RI; SALE OF VARIOUS INSURANCE PRODUCTS; AGENT; ACTIVITY BEGAN IN 1995;I DEVOTE APPROXIMATELY 4 HOURS PER MONTH TO THIS ACTIVITY WITH ONE OF THOSE HOURS DURING TRADING; SALE OF INSURANCE TO CLIENTS WHEN NEEDED. THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC; INVESTMENT RELATED; WEST PALM BEACH, FL; RIA; ACTIVITY BEGAN IN 2018; I DEVOTE APPX 120 HOURS PER MONTH TO THIS ACTIVITY ALL DURING TRADING HOURS; INVESTMENT MANAGEMENT, FINANCIAL PLANNING, RETIREMENT PLANNING, MANAGING CLIENT RELATIONSHIPS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-10 |
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