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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 | 2026-08-24 |
| PA | RA | APPROVED | 2026-08-24 |
Branch Locations
West Chester, PA • United States
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc./Vanguard Marketing Corp. | Malvern | PA | 04/2012 | 07/2022 |
| Melin Brand Limited | Irvine | CA | 05/2020 | 12/2021 |
| Fidelity Brokerage Svcs., Llc/National Financial Svcs., Llc | Boston | MA | 07/2022 | 07/2026 |
| Capital Group / Capital Client Group, Inc. | Los Angeles | CA | 07/2026 | Present |
| Saint Joseph's University | Philadelphia | PA | 01/2014 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-20 |
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