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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 | 2024-06-24 |
Branch Locations
Indianapolis, IN • United States
12711 N. Meridian Street, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Group / American Funds Distributors, Inc. | Carmel | IN | 06/2013 | 04/2019 |
| Bank Of America / Merrill Lynch, Pierce, Fenner & Smith, Inc. | Pittsburgh | PA | 05/2019 | 05/2023 |
| Jfs Wealth Advisors, Llc | Pittsburgh | PA | 06/2023 | 05/2024 |
| Capital Group / Capital Client Group, Inc. | Carmel | IN | 06/2024 | 03/2026 |
| Baldman Games | Fairlawn | OH | 07/2025 | Present |
| Capital Group/Capital Client Group, Inc. | Carmel | IN | 03/2026 | Present |
BALDMAN GAMES POSITION: Game Judge NATURE: Tabletop Game, board/card game, live-play and convention coordinator. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/30/2025 ADDRESS: Fairlawn OH 44333, United States DESCRIPTION: I'll be running a few sessions of tabletop games at the annual GenCon gaming conference from 7/30-8/3 this year. Each session is paid per number of players and will have a W2 filed. I may run a few other virtual or conference games through the company after this, though nothing scheduled. - expecting a W2 amount far less than $1000.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-17 |
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