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Advisor at CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
Los Angeles, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | Independent wealth | Dec 18, 2024 | n/a | yes | Los Angeles, CA | Current employment |
| CAPITAL CLIENT GROUP, INC. | No RAUM reported | Jan 17, 2022 | Jan 25, 2023 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL CLIENT GROUP, INC. | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | Jan 25, 2023 | Dec 18, 2024 | 693 | Firm change after gap | Other |