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3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-01-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Gregory Telge (The Telge Companies) | Manchester | NH | 04/2006 | 11/2016 |
| Northwestern Mutual Investment Services, Llc | Manchester | NH | 04/2006 | 11/2016 |
| Pure Financial Advisors, Inc. | San Diego | CA | 12/2016 | 06/2019 |
| Beacon Pointe Wealth Advisors, Llc | Santa Barbara | CA | 07/2019 | 12/2019 |
| Beacon Pointe Advisors, Llc | Santa Barbara | CA | 07/2019 | 12/2019 |
| One Capital Management, Llc | Westlake Village | CA | 01/2020 | Present |
1. 80% OWNER, BB4L REALTY, LLC, 72 Greeley St, Hudson, NEW HAMPSHIRE, 03051, INVESTMENT PROPERTY, START DATE: 07/13/2016, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, 80% MANAGING MEMBER OF LLC; OWNING AND MANAGING REAL ESTATE. 2. DUPLEX AT 55 TALENT ROAD, LITCHFIELD, NH 03052. - NON-INVESTMENT RELATED, LANDLORD APPROX. 4/HRS A MONTH NOT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-04 |
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