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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 | 2018-08-14 |
Branch Locations
12711 N. Meridian Street, Carmel, IN 46032 • United States
3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States
Pipe Creek , TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds | San Antonio | TX | 01/2016 | 11/2018 |
| American Funds | San Antonio | TX | 11/2018 | 04/2020 |
| American Funds | San Antonio | TX | 04/2020 | 04/2022 |
| Capital Group - American Funds Distributors, Inc. | San Antonio | TX | 04/2022 | 05/2026 |
| Capital Group/Capital Group Retirement Plan Services. | San Antonio | TX | 05/2026 | Present |
Name of the other business: Anvil Motorworks / Is the business Investment Related: No / The address of the other business: Castroville, TX 78009 / The nature of the other business: Auto Parts Manufacturing / Your position/title: Owner / Start date: 7/1/2021 / The number of hours/month you devote to the other business: 8 / The number of hours during securities trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-09 |
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