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3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-16 |
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 |
|---|---|---|---|---|
| One Capital Management, Llc | Westlake Village | CA | 10/2025 | Present |
| Self Employed | Westlake Village | CA | 03/2020 | 10/2025 |
| High School Student | Westchester | FL | 08/2012 | 06/2016 |
| Loyola University | New Orleans | LA | 08/2016 | 06/2021 |
| University Of Southern California - Physical Therapy School | Los Angeles | CA | 08/2021 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-07 |
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