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3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED_RES | 2023-01-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2015 | 03/2019 |
| Tamar Securities, Llc | Woodland Hills | CA | 11/2015 | 03/2019 |
| Hbw Advisory Serives Llc | Simi Valley | CA | 03/2019 | 04/2019 |
| One Capital Management, Llc | Westlake Village | CA | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-09 |
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