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Advisor at CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
LOS ANGELES, CA | Franklin, TN
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 | Sep 15, 2025 | n/a | yes | LOS ANGELES, CA|Franklin, TN | Current employment |
| CAPITAL CLIENT GROUP, INC. | No RAUM reported | Jul 3, 2013 | Sep 18, 2025 | no | LOS ANGELES, CA|Franklin, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL CLIENT GROUP, INC. | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | Sep 18, 2025 | Sep 15, 2025 | -3 | Firm change | Other |