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3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-06 |
Branch Locations
3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
655 West Broadway Suite 870, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One Capital Management, Llc | Westlake Village | CA | 01/2025 | Present |
| University Of Arizona | Tucson | CA | 08/2019 | 06/2023 |
| Louisianna State University | Baton Rouge | LA | 08/2023 | 06/2024 |
| Wheatley Bingham & Baker Law Firm | San Diego | CA | 06/2024 | 01/2025 |
| Torrey Pines | San Diego | CA | 08/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-01 |
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