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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-05 |
| TX | RA | APPROVED | 2025-08-05 |
Branch Locations
3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States
333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States
Dallas , TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mfs / Mfs Fund Distributors, Inc. | Boston | MA | 01/2014 | 06/2017 |
| Blackrock /Blackrock Investments, Llc/ Blackrock Inv. Mgmt., Llc | Boston | MA | 06/2017 | 06/2022 |
| Dws / Dws Distributors, Inc. | Chicago | IL | 06/2022 | 05/2025 |
| Capital Group / Capital Client Group, Inc. | Los Angeles | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-04 |
| S65 | Uniform Investment Adviser Law Examination | 2017-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-23 |
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