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3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-09 |
Branch Locations
11800 Amberpark Dr. Suite 230, Alpharetta, GA 30009 • 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 | Atlanta | GA | 05/2016 | 12/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Atlanta | GA | 06/2025 | 12/2025 |
| One Capital Management, Llc | Alpharetta | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-27 |
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