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766 Valencia Street 2Nd Floor, San Francisco, CA 94110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-10 |
| CA | RA | APPROVED | 2018-09-24 |
| PA | RA | APPROVED | 2018-09-24 |
Branch Locations
Philadelphia, PA • United States
766 Valencia Street 2Nd Floor, San Francisco, CA 94110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One Wealth Advisors, Llc | San Francisco | CA | 07/2018 | Present |
| Multicultural Academy Charter School | Philadelphia | PA | 09/2008 | 07/2018 |
OWA INSURANCE SERVICES, LLC; NO; PHILADELPHIA, PA; INSURANCE AGENCY; INSURANCE AGENT; 2018; INSURANCE AGENT; 20 HRS/MNTH; 20 HRS/MNTH DURING TRADING HOURS; OVERSEE AND PLACE SALE OF COMMISSIONABLE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-03 |
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