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Travis Scott Gilberg

Capital Client Group, Inc.

Santa Monica , CA

Los Angeles, CA

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Current Employers
Capital Client Group, Inc.

333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-12-12
  • CA RA
    APPROVED
    Since 2023-12-12

Branch Locations

Santa Monica , CA • United States

400 S. Hope Street 20Th Floor, Los Angeles, CA 90071 • 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
Wells Fargo Advisors, Llc / Wells Fargo Clearing Services, Llc San Diego CA 01/2016 06/2017
Blackrock / Blackrock Investments, Llc San Francisco CA 06/2017 12/2021
Capital Group Companies / American Funds Distributors, Inc. Los Angeles CA 12/2023 Present
Salesforce Irvine CA 07/2023 12/2023
Coinbase San Francisco CA 01/2022 01/2023
Unemployed Santa Monica CA 02/2023 06/2023
  • 01/2016 → 06/2017
    Wells Fargo Advisors, Llc / Wells Fargo Clearing Services, Llc
    San Diego, CA
  • 06/2017 → 12/2021
    Blackrock / Blackrock Investments, Llc
    San Francisco, CA
  • 12/2023 → Present
    Capital Group Companies / American Funds Distributors, Inc.
    Los Angeles, CA
  • 07/2023 → 12/2023
    Salesforce
    Irvine, CA
  • 01/2022 → 01/2023
    Coinbase
    San Francisco, CA
  • 02/2023 → 06/2023
    Unemployed
    Santa Monica, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-17
  • S66 Uniform Combined State Law Examination
    2014-11-17

View on SEC IAPD

Other Firms

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WILSHIRE
DIMENSIONAL FUND ADVISORS LP
COMPOSITION WEALTH, LLC
OCEAN AVENUE WEALTH MANAGEMENT
A.G.P. / ALLIANCE GLOBAL PARTNERS
MANTIS CAPITAL MANAGEMENT, LLC

Other Investors

ROBERT HENRY JONES
MARY CATHERINE KUSNIC
LAURA ELIZABETH LEMOINE
REBECCA KATHLEEN SHAW
KARA SUE BOCCELLA
DEVON GALINDO
Katherine L Thorsey
SUEHYUN KIM

Other Offices

VICTUS CAPITAL WEALTH · SANTA MONICA, CA
SERENUS WEALTH ADVISORS, LLC · SANTA MONICA, CA
WILSHIRE · SANTA MONICA, CA
DIMENSIONAL FUND ADVISORS LP · SANTA MONICA, CA
COMPOSITION WEALTH, LLC · SANTA MONICA, CA
OCEAN AVENUE WEALTH MANAGEMENT · SANTA MONICA, CA
A.G.P. / ALLIANCE GLOBAL PARTNERS · SANTA MONICA, CA
MANTIS CAPITAL MANAGEMENT, LLC · SANTA MONICA, CA

More in Santa Monica, CA

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