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Inactive

Elizabeth Anne Brotz

One Wealth Advisors, LLC

Sheboygan, WI

San Francisco, CA

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Current Employers
One Wealth Advisors, Llc

766 Valencia Street 2Nd Floor, San Francisco, CA 94110 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-03-10
CA RA APPROVED 2022-02-28
  • WI RA
    APPROVED
    Since 2026-03-10
  • CA RA
    APPROVED
    Since 2022-02-28

Branch Locations

Sheboygan, WI • United States

766 Valencia Street 2Nd Floor, San Francisco, CA 94110 • 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
One Wealth Advisors, Llc San Francisco CA 01/2022 Present
Lorien Powers Studio Jewelry Truckee CA 10/2021 11/2021
Kmi Reno NV 08/2020 05/2021
Nox Boutique Truckee CA 07/2012 07/2020
Unemployed Truckee CA 06/2021 09/2021
  • 01/2022 → Present
    One Wealth Advisors, Llc
    San Francisco, CA
  • 10/2021 → 11/2021
    Lorien Powers Studio Jewelry
    Truckee, CA
  • 08/2020 → 05/2021
    Kmi
    Reno, NV
  • 07/2012 → 07/2020
    Nox Boutique
    Truckee, CA
  • 06/2021 → 09/2021
    Unemployed
    Truckee, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-05
  • S65 Uniform Investment Adviser Law Examination
    2021-10-05
Designations

View on SEC IAPD

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