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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-09 |
Branch Locations
8701 Bee Caves Road Suite 300, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Group / Capital Client Group, Inc. | San Antonio | TX | 02/2025 | 11/2025 |
| Prairie Highlands Golf Course | Gardner | KS | 03/2017 | 07/2017 |
| Peachwave Frozen Yogurt | Ottawa | KS | 11/2013 | 05/2017 |
| Ottawa University | Ottawa | KS | 08/2013 | 05/2017 |
| Capital Group / American Funds Service Co. | San Antonio | TX | 07/2017 | 02/2025 |
| Morgan Stanley | Austin | TX | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-23 |
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