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Timothy Patrick Sheldon

One Capital Management, LLC

Denver, CO

Westlake Village, CA

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Current Employers
One Capital Management, Llc

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-03
CO RA APPROVED 2025-09-03
  • CA RA
    APPROVED
    Since 2025-09-03
  • CO RA
    APPROVED
    Since 2025-09-03

Branch Locations

3300 E 1St Avenue Suite 480, Denver, CO 80206 • United States

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Portland ME 11/2006 09/2017
Strategic Advisers, Inc. Portland ME 11/2006 09/2017
Tiaa Denver CO 10/2017 08/2025
Tiaa-Cref Individual & Institutional Services, Llc Denver CO 07/2025 08/2025
One Capital Management Denver CO 09/2025 Present
  • 11/2006 → 09/2017
    Fidelity Brokerage Services Llc
    Portland, ME
  • 11/2006 → 09/2017
    Strategic Advisers, Inc.
    Portland, ME
  • 10/2017 → 08/2025
    Tiaa
    Denver, CO
  • 07/2025 → 08/2025
    Tiaa-Cref Individual & Institutional Services, Llc
    Denver, CO
  • 09/2025 → Present
    One Capital Management
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-05
  • S66 Uniform Combined State Law Examination
    2006-09-05
Designations
Other Names
  • Timothy Patrick Sheldon
  • Timothy Sheldon

View on SEC IAPD

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Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
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