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3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-22 |
| TX | RA | APPROVED | 2026-04-22 |
Branch Locations
5501 Granite Parkway Suite 720, Plano, TX 75024 • 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-Cref Individual & Institutional Services, Llc | Frisco | TX | 06/2012 | 03/2026 |
| Tiaa | Frisco | TX | 06/2012 | 03/2026 |
| One Capital Management, Llc | Plano | TX | 04/2026 | Present |
TEXAS WINDS POSITION: Board member, donor NATURE: Texas Winds, a 501c3 nonprofit, provides live music performances in nursing homes, retirement centers, hospitals and Head Start programs. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/25/2020 ADDRESS: 6211 W Northwest Hwy, Dallas TX 75225, United States DESCRIPTION: Board member; marketing committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-26 |
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