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Inactive

Sarah Alvarez Rodriguez

Capital Group Private Client Services, Inc.

San Francisco, CA

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Current Employers
Capital Group Private Client Services, Inc.

333 South Hope Street, Los Angeles, CA 90071 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-10-25
NV RA APPROVED 2023-09-06
IL RA APPROVED 2023-08-31
NY RA APPROVED 2023-08-31
TX RA APPROVED 2023-08-31
CA RA APPROVED 2023-08-30
  • GA RA
    APPROVED
    Since 2023-10-25
  • NV RA
    APPROVED
    Since 2023-09-06
  • IL RA
    APPROVED
    Since 2023-08-31
  • NY RA
    APPROVED
    Since 2023-08-31
  • TX RA
    APPROVED
    Since 2023-08-31
  • CA RA
    APPROVED
    Since 2023-08-30

Branch Locations

Steuart Tower 1 Market Street, Suite 1800, San Francisco, CA 94105 • 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
Capital Group Private Client Services San Francisco CA 06/2014 05/2023
Capital Group Private Client Services San Francisco CA 05/2023 Present
Restoring Opportunity Investments Llc Lake Mary FL 04/2021 07/2024
Airbnb Kissimmee FL 02/2023 09/2025
  • 06/2014 → 05/2023
    Capital Group Private Client Services
    San Francisco, CA
  • 05/2023 → Present
    Capital Group Private Client Services
    San Francisco, CA
  • 04/2021 → 07/2024
    Restoring Opportunity Investments Llc
    Lake Mary, FL
  • 02/2023 → 09/2025
    Airbnb
    Kissimmee, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-30
S63 Uniform Securities Agent State Law Examination 2013-06-08
  • S65 Uniform Investment Adviser Law Examination
    2023-08-30
  • S63 Uniform Securities Agent State Law Examination
    2013-06-08
Other Names
  • Sarah Patricia Alvarez

View on SEC IAPD

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MARK ALLAN ANDERSON
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PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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