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Account
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4900 North Scottsdale Road Suite 4900, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-07-15 |
| KS | RA | APPROVED | 2024-05-24 |
| TX | RA | APPROVED | 2024-05-24 |
Branch Locations
Overland Park, KS • United States
4900 North Scottsdale Road Suite 4900, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Santa Monica | CA | 12/2012 | 11/2018 |
| Mass Mutual Life Insurance Company | Santa Monica | CA | 12/2012 | 11/2018 |
| Guardian Life Insurance Company Of America | Santa Monica | CA | 12/2018 | 09/2019 |
| Park Avenue Securities | Santa Monica | CA | 12/2018 | 09/2019 |
| Guardian Life Insurance Compnay | Beverly Hills | CA | 09/2019 | 09/2022 |
| Park Avenue Securities | Beverly Hills | CA | 09/2019 | 09/2022 |
| Guardian Life Insurance Company Of America | El Segundo | CA | 10/2022 | 06/2023 |
| Park Avenue Securities | El Segundo | CA | 10/2022 | 06/2023 |
| One Wealth Management Investment And Advisory Services, Llc | Miami Beach | FL | 07/2023 | 07/2024 |
| One Wealth Capital Management, Llc | Phoenix | AZ | 04/2024 | Present |
02/01/2023, Eagle Energy LLC, private investment, oil production site, compensation approx. $250/month /no hours spent during market hours. 01/01/26, Total Package Nutrition, silent partner with wife, sale of nutritional supplement vitamins and electrolytes, no compensation received, 2 hours per week.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-08-17 |
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