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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-12-12 |
Branch Locations
3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Houston | TX | 12/2014 | 11/2017 |
| American Funds | San Antonio | TX | 11/2017 | 04/2020 |
| American Funds | San Antonio | TX | 04/2020 | 01/2021 |
| American Funds | San Antonio | TX | 01/2021 | 10/2021 |
| American Funds | San Antonio | TX | 10/2021 | 08/2024 |
| Capital Client Group, Inc. | San Antonio | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-18 |
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