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Current Employers
Capital Group Private Client Services, Inc.

333 South Hope Street, Los Angeles, CA 90071 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-05-14
NV RA APPROVED 2026-05-14
NY RA APPROVED 2026-05-14
TX RA APPROVED 2026-05-14
CA RA APPROVED 2026-05-13
  • IL RA
    APPROVED
    Since 2026-05-14
  • NV RA
    APPROVED
    Since 2026-05-14
  • NY RA
    APPROVED
    Since 2026-05-14
  • TX RA
    APPROVED
    Since 2026-05-14
  • CA RA
    APPROVED
    Since 2026-05-13

Branch Locations

333 S. Hope St., 55Th Fl., 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
Villanova Preparatory School Ojai CA 01/2014 01/2018
Chapman University Orange CA 08/2019 05/2022
Pimco Inv.s, Llc/Pacific Investment Management Company Llc Newport Beach CA 07/2022 05/2024
Capital Group / Capital Group Private Client Services, Inc. Los Angeles CA 06/2024 03/2026
Unemployed Ojai CA 01/2018 08/2019
Capital Group / Capital Group Private Client Services, Inc. Los Angeles CA 03/2026 Present
  • 01/2014 → 01/2018
    Villanova Preparatory School
    Ojai, CA
  • 08/2019 → 05/2022
    Chapman University
    Orange, CA
  • 07/2022 → 05/2024
    Pimco Inv.s, Llc/Pacific Investment Management Company Llc
    Newport Beach, CA
  • 06/2024 → 03/2026
    Capital Group / Capital Group Private Client Services, Inc.
    Los Angeles, CA
  • 01/2018 → 08/2019
    Unemployed
    Ojai, CA
  • 03/2026 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-13
S63 Uniform Securities Agent State Law Examination 2023-10-23
  • S65 Uniform Investment Adviser Law Examination
    2026-05-13
  • S63 Uniform Securities Agent State Law Examination
    2023-10-23

View on SEC IAPD

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