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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 2026-01-06
  • CA RA
    APPROVED
    Since 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

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 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
  • 01/2025 → Present
    Westlake Village, CA
  • 08/2019 → 06/2023
    University Of Arizona
    Tucson, CA
  • 08/2023 → 06/2024
    Louisianna State University
    Baton Rouge, LA
  • 06/2024 → 01/2025
    Wheatley Bingham & Baker Law Firm
    San Diego, CA
  • 08/2015 → 06/2019
    Torrey Pines
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-01
  • S65 Uniform Investment Adviser Law Examination
    2025-12-01

View on SEC IAPD

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