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Daniel Victor Cozano

One Capital Management, LLC

San Francisco, CA

Westlake Village, CA

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Current Employers
One Capital Management, Llc

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-05-02
  • CA RA
    APPROVED
    Since 2022-05-02

Branch Locations

101 Montgomery Street Suite 2400, San Francisco, CA 94104 • United States

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fundx Investment Group, Llc San Francisco CA 11/2005 Present
  • 11/2005 → Present
    Fundx Investment Group, Llc
    San Francisco, CA
Previous Registrations
  • 2017-09-20 → 2022-05-04
    Fundx Investment Group, Llc
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-20
  • S65 Uniform Investment Adviser Law Examination
    2017-09-20
Other Names
  • Daniel V Cozano

View on SEC IAPD

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DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
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RBC SECURITIES, INC · SAN FRANCISCO, CA
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