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Inactive

Xinyu Huang

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 2024-07-15
  • CA RA
    APPROVED
    Since 2024-07-15

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
Atif Inc. Lake Forest CA 01/2023 07/2023
One Capital Management, Llc Westlake Village CA 10/2023 Present
University Of California, San Diego San Diego CA 08/2016 06/2020
Washington University In St. Louis St. Louis MO 08/2020 12/2021
N/A San Diego CA 12/2021 01/2023
  • 01/2023 → 07/2023
    Atif Inc.
    Lake Forest, CA
  • 10/2023 → Present
    One Capital Management, Llc
    Westlake Village, CA
  • 08/2016 → 06/2020
    University Of California, San Diego
    San Diego, CA
  • 08/2020 → 12/2021
    Washington University In St. Louis
    St. Louis, MO
  • 12/2021 → 01/2023
    N/A
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-16
  • S65 Uniform Investment Adviser Law Examination
    2024-04-16

View on SEC IAPD

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Other Offices

MANCHESTER FINANCIAL INC · WESTLAKE VILLAGE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA
RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA
MERCER GLOBAL ADVISORS INC. · Westlake Village, CA
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