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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 2026-03-11
  • CA RA
    APPROVED
    Since 2026-03-11

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 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
  • 02/2026 → Present
    Westlake Village, CA
  • 08/2023 → 04/2024
    Harvey & Company
    Newport Beach, CA
  • 06/2024 → 12/2025
    University Of Sothern California
    Los Angeles, CA
  • 03/2016 → 08/2020
    High School Student
    Hefei
  • 09/2020 → 06/2023
    University Of California, Santa Barbara
    Goleta, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-27
  • S65 Uniform Investment Adviser Law Examination
    2025-09-27
Other Names
  • Vincent Meng

View on SEC IAPD

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