DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ONE CAPITAL MANAGEMENT, LLC
Alpharetta, GA | WESTLAKE VILLAGE, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ONE CAPITAL MANAGEMENT, LLC | Independent wealth | Feb 9, 2026 | n/a | yes | Alpharetta, GA|WESTLAKE VILLAGE, CA | Current employment |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Jun 20, 2025 | Dec 23, 2025 | no | Alpharetta, GA|ATLANTA, GA | Previous registration |
| MORGAN STANLEY | Wirehouse | Dec 3, 2010 | Jul 6, 2011 | no | Honolulu, HI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVICE AND PLANNING SERVICES | ONE CAPITAL MANAGEMENT, LLC | Dec 23, 2025 | Feb 9, 2026 | 48 | Firm change | Ibd to RIA |
| MORGAN STANLEY | ADVICE AND PLANNING SERVICES | Jul 6, 2011 | Jun 20, 2025 | 5,098 | Firm change after gap | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 20472:114861:GA:2025-12-23 | Dec 23, 2025 | Feb 9, 2026 | ATLANTA, GA | Firm change |