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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-03 |
| CA | RA | APPROVED | 2026-07-14 |
| IN | RA | APPROVED | 2017-06-03 |
Branch Locations
333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife | Charlotte | NC | 08/2014 | 03/2017 |
| Brighthouse Financial | Charlotte | NC | 03/2017 | 03/2017 |
| American Funds | Carmel | IN | 04/2017 | 02/2019 |
| American Funds | Carmel | IN | 02/2019 | 04/2020 |
| American Funds | Carmel | IN | 04/2020 | 04/2023 |
| Capital Group / Capital Client Group, Inc. | Carmel | IN | 04/2023 | 07/2026 |
| Capital Group / Capital Client Group, Inc. | Los Angeles | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-10 |
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