This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CAPITAL CLIENT GROUP, INC.

Current firm class

no raum reportedderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 13, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Aug 13, 2013

First registration

Dec 22, 2015

Dual registered

yes, broker-dealer

Other names

Katie Lamsback|Katherine M Lamsback|Katherine Mary Lamsback|Katherine Mary Abbott|Katie Abbott

IAPD individual key

5907876

• Occurred

  Dec 12, 2024
  Advisor changed firm

  Katherine Abbott left Bondbloxx for Capital Client Group, Inc. (registered 2025-01-14)

  Form ADVobserved 5 days ago
• Occurred

  Jun 28, 2023
  Advisor changed firm

  Katherine Abbott left Blackrock Investment Management, Llc for Bondbloxx (registered 2024-09-13)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3e79a15f-b9e2-6901-74f8-d8a554affcb2

First observed

Dec 22, 2015

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.