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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 2025-11-16
  • CA RA
    APPROVED
    Since 2025-11-16

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, 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
  • 10/2025 → Present
    Westlake Village, CA
  • 03/2020 → 10/2025
    Self Employed
    Westlake Village, CA
  • 08/2012 → 06/2016
    High School Student
    Westchester, FL
  • 08/2016 → 06/2021
    Loyola University
    New Orleans, LA
  • 08/2021 → 06/2024
    University Of Southern California - Physical Therapy School
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-28
S63 Uniform Securities Agent State Law Examination 2025-03-07
  • S65 Uniform Investment Adviser Law Examination
    2025-07-28
  • S63 Uniform Securities Agent State Law Examination
    2025-03-07

View on SEC IAPD

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