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
AZ RA APPROVED 2025-11-19
CA RA APPROVED 2025-09-03
  • AZ RA
    APPROVED
    Since 2025-11-19
  • CA RA
    APPROVED
    Since 2025-09-03

Branch Locations

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

7575 E. Redfield Road Suite 235, Scottsdale, AZ 85260 • 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
Charles Schwab & Co., Inc. Phoenix AZ 11/2018 09/2021
Yard House Scottsdale AZ 08/2016 12/2018
Charles Schwab Bank Ssb Phoenix AZ 12/2020 09/2021
Tiaa Phoenix AZ 09/2021 08/2025
Tiaa-Cref Individual & Institutional Services, Llc Phoenix AZ 09/2021 08/2025
One Capital Management Scottsdale AZ 09/2025 Present
Previous Registrations
Other Businesses

(1) SARAH SLUSHER HOME POSITION: landlord NATURE: this is my home that i am renting out INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 3904 e sahuaro dr, phoenix AZ 85028, United States DESCRIPTION: owning the house (2) PHOENIX CHILDREN'S ALLIED ADVISORS COUNCIL POSITION: allied advisor council NATURE: be an allied advisor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/06/2025 ADDRESS: 2929 E. Camelback Road, Suite 122, phoenix AZ 85016, United States DESCRIPTION: No personal financial commitment is required. Phoenix Children's respectfully requests participation in securing sponsorships, attending events and advocating for Phoenix Children's as a key partner in philanthropic tax strategies and estate gifts.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-15
S63 Uniform Securities Agent State Law Examination 2019-07-18
  • S66 Uniform Combined State Law Examination
    2020-10-15
  • S63 Uniform Securities Agent State Law Examination
    2019-07-18
Other Names
  • Sarah Slusher
  • Sarah Hale
  • Sarah Elizabeth Hale
  • Sarah Slusher Hale

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westlake Village, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor