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3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-11 |
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 | 02/2026 | Present |
| Harvey & Company | Newport Beach | CA | 08/2023 | 04/2024 |
| University Of Sothern California | Los Angeles | CA | 06/2024 | 12/2025 |
| High School Student | Hefei | 03/2016 | 08/2020 | |
| University Of California, Santa Barbara | Goleta | CA | 09/2020 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-27 |
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