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Lorin Elizalde

Capital Client Group, Inc.

San Antonio, TX

Boerne, TX

Carmel, IN

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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 2025-10-15
  • TX RA
    APPROVED
    Since 2025-10-15

Branch Locations

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

Boerne, TX • United States

12711 N. Meridian Street, Carmel, IN 46032 • 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
University Of Texas San Antonio TX 08/2014 05/2018
Equitable Advisors / Axa Advisors, Llc San Antonio TX 08/2018 04/2019
Unemployed Boerne TX 06/2018 08/2018
Charles Schwab & Co., Inc. Austin TX 06/2019 06/2021
Capital Group / Capital Client Group, Inc. San Antonio TX 09/2025 Present
Stepping Stones Financial/Equitable Advisors, Llc San Antonio TX 08/2021 08/2025
  • 08/2014 → 05/2018
    University Of Texas
    San Antonio, TX
  • 08/2018 → 04/2019
    Equitable Advisors / Axa Advisors, Llc
    San Antonio, TX
  • 06/2018 → 08/2018
    Unemployed
    Boerne, TX
  • 06/2019 → 06/2021
    Charles Schwab & Co., Inc.
    Austin, TX
  • 09/2025 → Present
    Capital Group / Capital Client Group, Inc.
    San Antonio, TX
  • 08/2021 → 08/2025
    Stepping Stones Financial/Equitable Advisors, Llc
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-13
S63 Uniform Securities Agent State Law Examination 2018-07-17
  • S65 Uniform Investment Adviser Law Examination
    2023-01-13
  • S63 Uniform Securities Agent State Law Examination
    2018-07-17
Designations
Other Names
  • Lorin Nicole Elizalde
  • Lorin Elizalde

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
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