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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-21 |
Branch Locations
3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States
San Antonio, TX • United States
6455 Irvine Center Drive, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Texas | San Antonio | TX | 08/2014 | 12/2017 |
| Mass Mutual Life Ins. Co./Mml Investors Services, Llc | San Antonio | TX | 08/2017 | 06/2018 |
| J.P. Morgan Chase Bank N.A./J.P. Morgan Securities Llc | San Antonio | TX | 12/2018 | 09/2024 |
| Randstad | San Antonio | TX | 06/2018 | 12/2018 |
| Capital Group / Capital Client Group, Inc. | San Antonio | TX | 10/2025 | 08/2026 |
| Capital Group Companies | San Antonio | TX | 09/2024 | 10/2025 |
| Purdue University Global | West Lafayette | IN | 11/2021 | 09/2023 |
| Capital Group / Capital Client Group, Inc. | San Antonio | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-27 |
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