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3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Morton Wealth | Calabasas | CA | 10/2022 | 06/2025 |
| Archon Capital, Llc | Thousand Oaks | CA | 04/2022 | 06/2022 |
| N/A | Thousand Oaks | CA | 07/2022 | 09/2022 |
| Lowes Companies, Llc | West Hills | CA | 07/2021 | 03/2022 |
| The Home Depot | Oxnard | CA | 06/2020 | 06/2021 |
| Walmart | Oxnard | CA | 03/2019 | 05/2020 |
| Wag Labs, Inc. | Oxnard | CA | 12/2018 | 02/2019 |
| Royal Valet Tulsa | Tulsa | OK | 08/2018 | 11/2018 |
| Infinity Investigations And Protective Services | Owasso | OK | 11/2017 | 07/2018 |
| Metro Christian School | Tulsa | OK | 10/2016 | 10/2017 |
| United States Navy | Port Hueneme | CA | 09/2013 | 09/2016 |
| One Capital Management, Llc | Westlake Village | CA | 10/2025 | Present |
| N/A - Unemployed | Newbury Park | CA | 07/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-25 |
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