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4900 North Scottsdale Road Suite 4900, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-29 |
| AZ | RA | APPROVED | 2024-06-03 |
| CA | RA | APPROVED | 2024-05-22 |
Branch Locations
222 N Pacific Coast Highway 10Th Floor, El Segundo, CA 90245 • United States
1345 Park Street, Paso Robles, CA 93446 • United States
4900 North Scottsdale Road Suite 4900, Scottsdale, AZ 85251 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Santa Monica | CA | 11/2012 | 11/2018 |
| Massmutual Financial Group | Santa Monica | CA | 11/2012 | 11/2018 |
| Guardian Life Insurance Company | El Segundo | CA | 12/2018 | 06/2023 |
| Park Avenue Securities | El Segundo | CA | 12/2018 | 06/2023 |
| One Wealth Management Investment And Advisory Services, Llc | Miami Beach | FL | 07/2023 | 07/2024 |
| One Wealth Management Financial And Insurance Services, Inc. | El Segundo | CA | 12/2015 | 07/2024 |
| One Wealth Management Investment And Advisory Services, Llc | Miami Beach | FL | 09/2023 | 07/2024 |
| Massmutual Life | Phoenix | AZ | 11/2023 | Present |
| One Wine Consulting, Llc | Agoura | CA | 05/2022 | 12/2025 |
| Jeremy Dicker Consulting | El Segundo | CA | 02/2020 | Present |
| One Wealth Capital Management, Llc | Phoenix | AZ | 04/2024 | Present |
One Wealth Management Financial And Insurance Services, Inc. investment-related 30423 Canwood Street, Suite 227, Agoura Hills, CA 91301 insurance Owner, Insurance Broker 12/17/2015 40 hours per month all hours during trading Conduct all financial services under this entity Mass Mutual Life investment-related Scottsdale, AZ insurance Insurance Agent 11/2023 10 hours per month all hours during trading sell insurance products Jeremy Dicker Consulting not investment-related Phoenix, AZ business consulting Owner 02/03/2020 10 hours per month all hours during trading Consult with clients regarding payables and receivables, inventory control, organization, and succession planning. Club 1319, LLC investment-related commercial real estate Partner 04/09/2021 5 hours per month no hours during trading no duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-12 |
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