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Matthew S Stephenson

One Capital Management, LLC

Westlake Village, CA

Walnut Creek, 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 2025-09-03
  • CA RA
    APPROVED
    Since 2025-09-03

Branch Locations

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

1850 Mt. Diablo Blvd. Suite 605, Walnut Creek, CA 94596 • 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
Tiaa Walnut Creek CA 01/2015 08/2025
Tiaa-Cref Individual & Institutional Services, Llc Walnut Creek CA 01/2015 Present
One Capital Management Walnut Creek CA 09/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-23
S63 Uniform Securities Agent State Law Examination 2004-07-16
  • S66 Uniform Combined State Law Examination
    2009-06-23
  • S63 Uniform Securities Agent State Law Examination
    2004-07-16

View on SEC IAPD

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RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA
MERCER GLOBAL ADVISORS INC. · Westlake Village, CA
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