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333 South Hope Street, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-08-11 |
| CA | RA | APPROVED | 2026-08-05 |
| IL | RA | APPROVED | 2026-08-05 |
| NY | RA | APPROVED | 2026-08-05 |
| TX | RA | APPROVED | 2026-08-05 |
Branch Locations
1230 Peachtree St, Ne Suite 2300, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Group / Capital Group Private Client Services, Inc. | Atlanta | GA | 06/2023 | Present |
| Relay | Lehi | UT | 04/2021 | 08/2021 |
| Capital One | Plano | TX | 08/2021 | 06/2023 |
| Brigham Young University | Provo | UT | 08/2015 | 04/2021 |
| Greenix | Orem | UT | 06/2018 | 08/2020 |
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