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523 Chapala Street Suite 2, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-25 |
| TX | RA | APPROVED | 2025-10-16 |
Branch Locations
523 Chapala Street Unit 2, Santa Barbara, CA 93101 • United States
523 Chapala Street Suite 2, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Pointe Wealth Advisors, Llc | Newport Beach | CA | 10/2013 | 01/2020 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 10/2013 | 01/2020 |
| One Capital Management, Llc | Westlake Village | CA | 01/2020 | 11/2024 |
| Strive Asset Management, Llc | Santa Barbara | CA | 12/2024 | 09/2025 |
| Thryve Wealth Management Llc | Santa Barbara | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-15 |
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