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4900 North Scottsdale Road Suite 4900, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-20 |
| CA | RA | APPROVED | 2024-05-24 |
Branch Locations
4900 North Scottsdale Road Suite 4900, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Automatic Data Processing | San Dimas | CA | 07/2007 | 07/2019 |
| One Wealth Management | Beverly Hills | CA | 07/2019 | 06/2023 |
| Guardian Life Insurance Company | Beverly Hills | CA | 02/2020 | 09/2022 |
| Park Avenue Securities | Beverly Hills | CA | 02/2020 | 09/2022 |
| Guardian Life Insurance Company | El Segundo | CA | 10/2022 | 12/2022 |
| Park Avenue Securities | El Segundo | CA | 10/2022 | 12/2022 |
| Park Avenue Securities | Phoenix | AZ | 12/2022 | 06/2023 |
| One Wealth Management Investment And Advisory Services, Llc | Phoenix | AZ | 07/2023 | 07/2024 |
| One Wealth Capital Management, Llc | Phoenix | AZ | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-24 |
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