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3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-17 |
Branch Locations
11800 Amberpark Dr. Suite 230, Alpharetta, GA 30009 • United States
3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 09/2002 | 12/2025 |
| Tiaa | Denver | CO | 09/2002 | 12/2025 |
| One Capital Management, Llc | Alpharetta | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-05 |
| S66 | Uniform Combined State Law Examination | 2001-02-14 |
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