Best Investors Account Sign in
Current Employers
One Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2015-09-22
  • CA RA
    APPROVED
    Since 2015-09-22

Branch Locations

655 W Broadway Suite 870, San Diego, CA 92101 • United States

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

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
One Capital Management, Llc Westlake Village CA 01/2012 Present
California State University Northridge Northridge CA 08/2011 Present
  • 01/2012 → Present
    Westlake Village, CA
  • 08/2011 → Present
    California State University Northridge
    Northridge, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-21
  • S65 Uniform Investment Adviser Law Examination
    2015-09-21

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor