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3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-04-08 |
Branch Locations
3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Paradise | CA | 10/2012 | 05/2018 |
| Awakened Yoga Global Healing Center | Chico | CA | 03/2015 | 05/2018 |
| Wells Fargo Clearing Services, Llc | Chico | CA | 05/2018 | 05/2018 |
| Wells Fargo Clearing Services, Llc | Chico | CA | 05/2018 | 04/2021 |
| One Capital Management | Westlake Village | CA | 04/2021 | Present |
RENTAL PROPERTY, INV RELATED, MAGALIA, CA, 100% OWNERSHIP, START 5/31/2018, 2 HOURS PER MONTH, ZERO DURING TRADING. PISMO SUITES, INVT RELATED, PISMO BEACH, CA, 100% OWNERSHIP WITH SPOUSE, START DATE 2/14/2020, 2 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. RENTAL PROPERTY, INVT RELATED, PISMO BEACH, CA, 100% OWNERSHIP WITH SPOUSE, START DATE 2/14/2020, 2 HRS PER MONTH, 0 HRS DURING TRADING, OWNER WITH SPOUSE. RENTAL PROPERTY, INVT RELATED, PISMO BEACH, 100% OWNERSHIP WITH SPOUSE, START DATE 2/14/2020, 2 HRS PER MONTH, 0 HRS DURING TRADING, OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-25 |
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