Best Investors Account Sign in
Current Employers
One Wealth Advisors, Llc

766 Valencia Street 2Nd Floor, San Francisco, CA 94110 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-03-10
CA RA APPROVED 2018-09-24
PA RA APPROVED 2018-09-24
  • OR RA
    APPROVED
    Since 2026-03-10
  • CA RA
    APPROVED
    Since 2018-09-24
  • PA RA
    APPROVED
    Since 2018-09-24

Branch Locations

Philadelphia, PA • United States

766 Valencia Street 2Nd Floor, San Francisco, CA 94110 • 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 Wealth Advisors, Llc San Francisco CA 07/2018 Present
Multicultural Academy Charter School Philadelphia PA 09/2008 07/2018
  • 07/2018 → Present
    San Francisco, CA
  • 09/2008 → 07/2018
    Multicultural Academy Charter School
    Philadelphia, PA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-24
S63 Uniform Securities Agent State Law Examination 1992-03-03
  • S65 Uniform Investment Adviser Law Examination
    2018-09-24
  • S63 Uniform Securities Agent State Law Examination
    1992-03-03
Designations

View on SEC IAPD

More in Philadelphia, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor