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333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-11 |
Branch Locations
333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States
Royal Oak, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds | San Antonio | TX | 08/2018 | 04/2020 |
| Capri Hospitality | Lakewood | CO | 06/2017 | 09/2017 |
| Morgan Stanley | Bloomfield Hills | MI | 03/2018 | 08/2018 |
| Michigan State University | East Lansing | MI | 08/2012 | 12/2017 |
| American Funds | San Antonio | TX | 04/2020 | 01/2021 |
| American Funds | San Antonio | TX | 01/2021 | 07/2023 |
| Capital Group - Capital Client Group, Inc. | Los Angeles | CA | 07/2023 | Present |
| Unemployed | Bloomfield Hills | MI | 01/2018 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-01 |
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