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RIA / WealthAdvisor20 years in industry

ZORNITSA VENTSISLAVOVA SANTIAGO

Advisor at CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

LOS ANGELES, CA

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Search this name across graphsid dfx:ria:f9aef47b-5cd4-2b7f-62f7-d997be20c7d0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 20, 2006 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jun 20, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 6
Exams: S65|S66
First exam: Oct 4, 2013
First registration: Jun 20, 2006
Dual registered: no
Other names: ZORI V PANTEVA|ZORI PANTEVA|ZORNITSA VENTSISLAVOVA PANTEVA|Zori Santiago
IAPD individual key: 4780442

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	Independent wealth	Jul 1, 2021	n/a	yes	LOS ANGELES, CA	Current employment
CAPITAL BANK AND TRUST COMPANY	Asset manager	Feb 17, 2021	Jul 1, 2021	no	Los Angeles, CA	Previous registration
DIMENSIONAL FUND ADVISORS LP	Asset manager	Oct 4, 2013	May 20, 2015	no	AUSTIN, TX	Previous registration
CRA FINANCIAL SERVICES, L.L.C.	Independent wealth	Jun 20, 2006	Dec 23, 2010	no	NORTHFIELD, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPITAL BANK AND TRUST COMPANY	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	Jul 1, 2021	Jul 1, 2021	0	Bulk transfer	RIA to new firm
DIMENSIONAL FUND ADVISORS LP	CAPITAL BANK AND TRUST COMPANY	May 20, 2015	Feb 17, 2021	2,100	Firm change after gap	Other
CRA FINANCIAL SERVICES, L.L.C.	DIMENSIONAL FUND ADVISORS LP	Dec 23, 2010	Oct 4, 2013	1,016	Firm change after gap	Other

Relationships

Registered with (4)

→ CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.Registered adviserregistration: current employment
Jul 1, 2021 to presentfactForm ADV
→ CAPITAL BANK AND TRUST COMPANYRegistered adviserregistration: previous registration
Feb 17, 2021 to Jul 1, 2021factForm ADV
→ DIMENSIONAL FUND ADVISORS LPRegistered adviserregistration: previous registration
Oct 4, 2013 to May 20, 2015factForm ADV
→ CRA FINANCIAL SERVICES, L.L.C.Registered adviserregistration: previous registration
Jun 20, 2006 to Dec 23, 2010factForm ADV

Dated events

No dated event names this entity yet.