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3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-19 |
Branch Locations
520 Newport Beach Center Suite 430, Newport Beach, CA 92660 • United States
3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Newport Beach | CA | 02/2016 | 03/2021 |
| One Capital Management | Newport Beach | CA | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-19 |
| S66 | Uniform Combined State Law Examination | 2010-08-13 |
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