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3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-14 |
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 | 05/2024 | Present |
| Vision Automotive | Winnipeg | 01/2016 | 12/2017 | |
| Freedom 55 Financial - Canada Life Insurance Company | Winnipeg | 12/2017 | 03/2021 | |
| Aspire Financial Services - Sun Life Insurance Company | Winnipeg | 04/2021 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-20 |
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