This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ONE CAPITAL MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 1, 2005earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Sep 20, 2017

First registration

Sep 20, 2017

Dual registered

no

Other names

DANIEL V COZANO

IAPD individual key

1948205

• Occurred

  May 4, 2022
  Advisor changed firm

  Daniel Victor Cozano left Fundx Investment Group, Llc for One Capital Management, Llc (registered 2022-05-02)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:97e3875a-6d09-0fda-e8a1-f8187cf23eb7

First observed

Sep 20, 2017

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.