Company Name:
ONE WEALTH ADVISORS, LLC
Address:
2ND FLOOR, 766 VALENCIA STREET, SAN FRANCISCO CA 94110
CRD Number:
170910
SEC Number:
801-79591
Financial Regulator:
SEC/ FINRA
Website:
https://www.facebook.com/onewealth/
Registration started
Ended
2015
2016
2017
2018
2019
2020
CDR: 5038376
ALEXANDER SCHMITZ
ALEX JAMES SCHMITZ
started on 2015-09-04
CDR: 3051023
JONATHAN STEELE
started on 2015-09-04
CDR: 2147896
DAVID STEELE
started on 2015-09-04
CDR: 2614998
KEVIN COHEN
started on 2016-03-15
CDR: 4217074
JULIE ANNE MARIE VILLENA
JULIE-ANNE SAMANIEGO VILLENA
started on 2017-07-26
CDR: 2213757
FRANK MANNINO
started on 2018-09-24
CDR: 4217074
JULIE ANNE MARIE VILLENA
JULIE-ANNE SAMANIEGO VILLENA
ended on 2018-10-04
CDR: 4532945
DAVID NEEVE
started on 2020-01-17
CDR: 7181849
KARIME AZAR WABI
started on 2020-01-29



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