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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-03 |
Branch Locations
3625 East Thousand Oaks Boulevard Suite 145, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zephyr Investment Management | Westlake Village | CA | 12/2018 | 07/2021 |
| Fsc Securities Corporation | Westlake Village | CA | 05/2020 | 07/2021 |
| City Of Los Angles Department Of Recreation And Parks | Los Angeles | CA | 06/2006 | Present |
| One Capital Management, Llc | Westlake Village | CA | 08/2021 | 02/2022 |
| Osaic Wealth, Inc. | Westlake Village | CA | 11/2023 | Present |
1. CITY OF LOS ANGELES DEPT REC & PARKS POSITION: Assistant NATURE: N/A INVESTMENT RELATED: No # OF HOURS PER MONTH: 40 SECURITY TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: 200 N Spring St, Los Angeles, CA 90012 DESCRIPTION: Coach- Sports 2. ZEPHYR INVESTMENT MANAGEMENT POSITION: Registered Assistant NATURE: N/A INVESTMENT RELATED: Yes # OF HOURS PER MONTH: 160 SECURITY TRADING HOURS: 160 START DATE: 12/17/2018 ADDRESS: 3625 E Thousand Oaks Blvd, Westlake Village, CA 91362 DESCRIPTION: Adviser/Client Servicing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-26 |
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