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Current Employers
One Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-22
  • CA RA
    APPROVED
    Since 2025-07-22

Branch Locations

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • 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 Capital Management Westlake Village CA 07/2024 Present
Pepperdine University Malibu CA 08/2020 04/2024
Student Colorado Springs CO 01/2015 08/2020
  • 07/2024 → Present
    One Capital Management
    Westlake Village, CA
  • 08/2020 → 04/2024
    Pepperdine University
    Malibu, CA
  • 01/2015 → 08/2020
    Student
    Colorado Springs, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-22
  • S65 Uniform Investment Adviser Law Examination
    2025-03-22

View on SEC IAPD

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