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Account
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3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-22 |
| TX | RA | APPROVED | 2026-04-22 |
Branch Locations
1250 Capital Of Texas Highway South Building 3, Suite 400, Austin, TX 78746 • United States
3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Austin | TX | 12/2013 | 03/2026 |
| Tiaa-Cref Individual & Institutional Services, Llc | Austin | TX | 07/2025 | 03/2026 |
| One Capital Management, Llc | Austin | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-29 |
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