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Timothy Simon Wei

Capital Client Group, Inc.

South Pasadena, CA

Los Angeles, CA

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Current Employers
Capital Client Group, Inc.

333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-03-05
  • CA RA
    APPROVED
    Since 2024-03-05

Branch Locations

South Pasadena, CA • United States

333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • 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
American Funds Los Angeles CA 05/2016 04/2020
American Funds Los Angeles CA 04/2020 11/2021
American Funds Los Angeles CA 11/2021 07/2022
American Funds Los Angeles CA 07/2022 04/2025
Capital Client Group, Inc. Los Angeles CA 04/2025 07/2025
Capital Group/Capital Client Group, Inc. Los Angeles CA 07/2025 Present
  • 05/2016 → 04/2020
    American Funds
    Los Angeles, CA
  • 04/2020 → 11/2021
    American Funds
    Los Angeles, CA
  • 11/2021 → 07/2022
    American Funds
    Los Angeles, CA
  • 07/2022 → 04/2025
    American Funds
    Los Angeles, CA
  • 04/2025 → 07/2025
    Capital Client Group, Inc.
    Los Angeles, CA
  • 07/2025 → Present
    Capital Group/Capital Client Group, Inc.
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-05
S63 Uniform Securities Agent State Law Examination 2013-09-25
  • S65 Uniform Investment Adviser Law Examination
    2024-03-05
  • S63 Uniform Securities Agent State Law Examination
    2013-09-25
Other Names
  • Timothy S Wei

View on SEC IAPD

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