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David Santos-Garcia

One Wealth Advisors, LLC

San Francisco, CA

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Current Employers
One Wealth Advisors, Llc

766 Valencia Street 2Nd Floor, San Francisco, CA 94110 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-10
  • CA RA
    APPROVED
    Since 2026-07-10

Branch Locations

766 Valencia Street 2Nd Floor, San Francisco, CA 94110 • 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 Wealth Advisors, Llc San Francisco CA 09/2020 Present
Inxeption Corp Brisbane CA 01/2020 08/2020
Slatt Capital San Francisco CA 08/2019 12/2019
Student San Francisco CA 12/2017 08/2018
Foreign Cinema San Francisco CA 08/2018 12/2019
Gjelina Company Venice CA 08/2014 12/2017
Sony Pictures Entertainment Culver City CA 06/2017 08/2017
  • 09/2020 → Present
    One Wealth Advisors, Llc
    San Francisco, CA
  • 01/2020 → 08/2020
    Inxeption Corp
    Brisbane, CA
  • 08/2019 → 12/2019
    Slatt Capital
    San Francisco, CA
  • 12/2017 → 08/2018
    Student
    San Francisco, CA
  • 08/2018 → 12/2019
    Foreign Cinema
    San Francisco, CA
  • 08/2014 → 12/2017
    Gjelina Company
    Venice, CA
  • 06/2017 → 08/2017
    Sony Pictures Entertainment
    Culver City, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-10
  • S65 Uniform Investment Adviser Law Examination
    2026-07-10

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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