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Advisor at ONE WEALTH CAPITAL MANAGEMENT, LLC
SCOTTSDALE, AZ
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 WEALTH CAPITAL MANAGEMENT, LLC | Independent wealth | May 24, 2024 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| ONE WEALTH INVESTORS | Independent wealth | Sep 6, 2023 | Jul 30, 2024 | no | PHOENIX, AZ|Phoenix, AZ|BOCA RATON, FL|Phoenix, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ONE WEALTH INVESTORS | ONE WEALTH CAPITAL MANAGEMENT, LLC | Jul 30, 2024 | May 24, 2024 | -67 | Firm change after gap | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 288030:331395:AZ:2024-07-30 | Jul 30, 2024 | May 24, 2024 | PHOENIX, AZ | Firm change after gap |