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 GROUP PRIVATE CLIENT SERVICES, INC.

Current firm class

independent wealth managerderived

Book size

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

Industry start

Sep 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

6

Exams

S63|S65

First exam

Nov 22, 2006

First registration

Jun 19, 2013

Dual registered

no

Other names

LUKE TRAMMELL

IAPD individual key

4753156

• Occurred

  Sep 29, 2025
  Advisor changed firm

  Lucas Nathanial Trammell left Capital Client Group, Inc. for Capital Group Private Client Services, Inc. (registered 2025-09-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a259bb42-b260-a5fc-1904-25979d2eab8c

First observed

Jun 19, 2013

Last observed

Sep 14, 2026 7 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.