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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 | 2017-07-03 |
Branch Locations
400 S. Hope Street 20Th Floor, Los Angeles, CA 90071 • United States
333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States
Noblesville, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deautsche Asset & Wealth Management | Chicago | IL | 06/2010 | 12/2016 |
| Capital Group/Capital Client Group, Inc. | Los Angeles | CA | 06/2026 | Present |
| American Funds | Carmel | IN | 06/2017 | 04/2019 |
| Unemployed | Kennesaw | GA | 01/2017 | 05/2017 |
| American Funds | Carmel | IN | 04/2019 | 01/2021 |
| American Funds | Carmel | IN | 01/2021 | 05/2025 |
| Capital Group/Capital Client Group, Inc. | Carmel | IN | 05/2025 | 06/2026 |
Name of other business: 1) Midwest Home Rehab/ Investment related?: No/ Address of other business: , Plainfield, IL 60564/ Nature of business: Residential Real-Estate - Buy, rent, flip/ Title: President of Asset Acquisition/ State date: July 2019/ Hours per month: 2-10/ Hours during securities trading: 0 2) Name of the other business: Spartan Real Estate LLC / Is the business Investment Related: No / The address of the other business: Noblesville, IN 46060 / The nature of the other business: Real Estate Investing / Your position/title: President / Start date: 8/19/2020 /The number of hours/month you devote to the other business: 5-10 / The number of hours during securities trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-04 |
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