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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 2026-08-19
NV RA APPROVED 2026-08-19
NY RA APPROVED 2026-08-19
TX RA APPROVED 2026-08-19
CA RA APPROVED 2026-07-31
  • IL RA
    APPROVED
    Since 2026-08-19
  • NV RA
    APPROVED
    Since 2026-08-19
  • NY RA
    APPROVED
    Since 2026-08-19
  • TX RA
    APPROVED
    Since 2026-08-19
  • CA RA
    APPROVED
    Since 2026-07-31

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
Capital Group / Capital Group Private Client Services, Inc. Los Angeles CA 01/2025 Present
Capital Group / Capital Group Private Client Services, Inc. Los Angeles CA 07/2022 01/2025
In-N-Out Placentia CA 07/2017 09/2018
Cal Poly Mustang Shop San Luis Obispo CA 01/2017 05/2017
Nozomi Sushi & Bbq San Diego CA 07/2019 07/2022
California State University San Marcos CA 07/2020 06/2022
Cal Poly Mustang Shop San Luis Obispo CA 04/2018 07/2018
Unemployed San Luis Obispo CA 06/2016 01/2017
Unemployed San Luis Obispo CA 09/2018 07/2019
  • 01/2025 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    Los Angeles, CA
  • 07/2022 → 01/2025
    Capital Group / Capital Group Private Client Services, Inc.
    Los Angeles, CA
  • 07/2017 → 09/2018
    In-N-Out
    Placentia, CA
  • 01/2017 → 05/2017
    Cal Poly Mustang Shop
    San Luis Obispo, CA
  • 07/2019 → 07/2022
    Nozomi Sushi & Bbq
    San Diego, CA
  • 07/2020 → 06/2022
    California State University
    San Marcos, CA
  • 04/2018 → 07/2018
    Cal Poly Mustang Shop
    San Luis Obispo, CA
  • 06/2016 → 01/2017
    Unemployed
    San Luis Obispo, CA
  • 09/2018 → 07/2019
    Unemployed
    San Luis Obispo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-31
  • S65 Uniform Investment Adviser Law Examination
    2026-07-31

View on SEC IAPD

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