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3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-10-07 |
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 |
|---|---|---|---|---|
| Westlake Athletic Club | Westlake Village | CA | 06/2015 | 07/2021 |
| North Ranch Country Club | Westlake Village | CA | 06/2018 | 06/2020 |
| Morgan Stanley | Woodland Hills | CA | 06/2018 | 09/2018 |
| One Capital Management, Llc | Westlake Village | CA | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-27 |
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