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Lance Ward Messervy

One Capital Management, LLC

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 2014-02-25
  • CA RA
    APPROVED
    Since 2014-02-25

Branch Locations

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
One Capital Management, Llc Westlake Village CA 11/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-25
  • S65 Uniform Investment Adviser Law Examination
    2014-02-25

View on SEC IAPD

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