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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
IN RA APPROVED 2024-10-18
  • IN RA
    APPROVED
    Since 2024-10-18

Branch Locations

12711 N. Meridian Street, Carmel, IN 46032 • United States

Whitestown, IN • 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
Capital Group / Capital Client Group, Inc. Carmel IN 07/2024 12/2025
Capital Group / American Funds Distributors, Inc. Carmel IN 08/2022 07/2024
Efinancial Tempe AZ 04/2020 11/2020
Self Employed Indianapolis IN 10/2020 12/2020
Angie's List Indianapolis IN 12/2020 04/2021
Skillsoft Scottsdale AZ 03/2016 04/2017
Sellbytel Tempe AZ 08/2017 03/2018
Centurylink Phoenix AZ 03/2018 02/2019
Ziprecruiter Tempe AZ 02/2019 04/2019
Ehealth Insurance Indianapolis IN 05/2021 03/2022
Self Employed Indianapolis IN 03/2022 08/2022
Unemployed Phoenix AZ 04/2017 08/2017
Unemployed Phoenix AZ 04/2019 04/2020
Capital Group / Capital Client Group, Inc. Carmel IN 12/2025 Present
  • 07/2024 → 12/2025
    Capital Group / Capital Client Group, Inc.
    Carmel, IN
  • 08/2022 → 07/2024
    Capital Group / American Funds Distributors, Inc.
    Carmel, IN
  • 04/2020 → 11/2020
    Efinancial
    Tempe, AZ
  • 10/2020 → 12/2020
    Self Employed
    Indianapolis, IN
  • 12/2020 → 04/2021
    Angie's List
    Indianapolis, IN
  • 03/2016 → 04/2017
    Skillsoft
    Scottsdale, AZ
  • 08/2017 → 03/2018
    Sellbytel
    Tempe, AZ
  • 03/2018 → 02/2019
    Centurylink
    Phoenix, AZ
  • 02/2019 → 04/2019
    Ziprecruiter
    Tempe, AZ
  • 05/2021 → 03/2022
    Ehealth Insurance
    Indianapolis, IN
  • 03/2022 → 08/2022
    Self Employed
    Indianapolis, IN
  • 04/2017 → 08/2017
    Unemployed
    Phoenix, AZ
  • 04/2019 → 04/2020
    Unemployed
    Phoenix, AZ
  • 12/2025 → Present
    Capital Group / Capital Client Group, Inc.
    Carmel, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-18
  • S66 Uniform Combined State Law Examination
    2024-10-18

View on SEC IAPD

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