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Carla Tattiana Ramirez

Capital Client Group, Inc.

San Antonio, TX

San Antonio, TX

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Current Employers
Capital Client Group, Inc.

333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-05
  • TX RA
    APPROVED
    Since 2024-04-05

Branch Locations

3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States

San Antonio, TX • 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 / American Funds Distributors, Inc. San Antonio TX 01/2024 09/2025
Capital Group Companies San Antonio TX 10/2017 01/2024
Kohl's San Antonio TX 06/2011 09/2017
Northwest Vista San Antonio TX 08/2008 07/2023
Capital Group/ Capital Client Group, Inc. San Anthonio TX 09/2025 Present
  • 01/2024 → 09/2025
    Capital Group / American Funds Distributors, Inc.
    San Antonio, TX
  • 10/2017 → 01/2024
    Capital Group Companies
    San Antonio, TX
  • 06/2011 → 09/2017
    Kohl's
    San Antonio, TX
  • 08/2008 → 07/2023
    Northwest Vista
    San Antonio, TX
  • 09/2025 → Present
    Capital Group/ Capital Client Group, Inc.
    San Anthonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-05
  • S66 Uniform Combined State Law Examination
    2024-04-05
Other Names
  • Carla Ramirez
  • Carla Wichy
  • Carla Wichy-Leon

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

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