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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-01-01 |
Branch Locations
12711 N. Meridian Street, Carmel, IN 46032 • United States
3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States
Noblesville, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Group Companies | Carmel | IN | 04/2011 | 09/2016 |
| American Funds | Carmel | IN | 09/2016 | 01/2021 |
| American Funds | Carmel | IN | 01/2021 | 03/2024 |
| American Funds | Carmel | IN | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-04 |
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