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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-08-31 |
| IN | RA | APPROVED | 2024-05-09 |
Branch Locations
12711 N. Meridian Street, Carmel, IN 46032 • United States
Indianapolis, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Group Companies | Carmel | IN | 09/2022 | 01/2024 |
| Capital Group / Capital Client Group, Inc. | Carmel | IN | 01/2024 | Present |
| Heartland Dental, Llc | Indianapolis | IN | 08/2009 | 07/2018 |
| Same Day Dental | Indianapolis | IN | 06/2020 | 09/2022 |
| Greenwood Smiles Beau Taylor Dds | Greenwood | IN | 07/2018 | 06/2020 |
| Doterra | Pleasant Grove | UT | 11/2015 | Present |
| Cornerstone Dentistry, Inc. | Carmel | IN | 12/2024 | Present |
| Greenwood Smiles Dr. Meek | Greenwood | IN | 12/2024 | Present |
| Greenwood Dental Group Beau Taylor, Dds | Greenwood | IN | 01/2026 | Present |
| H&R Dental Staffing | Philadelphia | PA | 03/2026 | Present |
DOTERRA POSITION: Independent contractor NATURE: Essential Oil Sales in Network Marketing INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/30/2015 ADDRESS: Pleasant Grove UT 84062, United States DESCRIPTION: Place an order once a month. CORNERSTONE DENTISTRY, INC. POSITION: Dental Hygienist NATURE: General Dentist INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: Carmel IN 46032, United States DESCRIPTION: I would serve as a substitute/ PRN hygienist for their Saturday hours when I am available and they need help. This is not a permanent/ full time position. GREENWOOD SMILES DR. MEEK POSITION: Dental Hygienist NATURE: General Dentist INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: Greenwood IN 46143, United States DESCRIPTION: I would serve as a substitute/ PRN hygienist for their Saturday hours when I am available and they need help. This is not a permanent/ full time position. GREENWOOD DENTAL GROUP BEAU TAYLOR, DDS POSITION: Dental Hygienist NATURE: Temporary Dental Hygienist INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/19/2026 ADDRESS: Greenwood IN 46143, United States DESCRIPTION: Clean teeth, xrays etc H&R DENTAL STAFFING POSITION: Dental Hygienist NATURE: Dental Staffing - finding substitute dental professionals for temporary work. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/14/2026 ADDRESS: Philadelphia PA 19102, United States DESCRIPTION: Clean teeth, take xrays
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-26 |
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