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Patrice G Bening

Morton Wealth

Calabasas, CA

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Current Employers
Morton Wealth

27200 Agoura Road Suite 200, Calabasas, CA 91301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-05-06
  • CA RA
    APPROVED
    Since 2022-05-06

Branch Locations

27200 Agoura Road Suite 200, Calabasas, CA 91301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Banc Of America Investment Services, Inc. Westlake Villaged CA 08/2005 Present
Bank Of America, N.A. Westlake Village CA 08/2005 Present
Cit Bank Santa Monica CA 09/2012 12/2018
Morton Capital Management Llc Calabasas CA 01/2019 Present
  • 08/2005 → Present
    Banc Of America Investment Services, Inc.
    Westlake Villaged, CA
  • 08/2005 → Present
    Bank Of America, N.A.
    Westlake Village, CA
  • 09/2012 → 12/2018
    Cit Bank
    Santa Monica, CA
  • 01/2019 → Present
    Morton Capital Management Llc
    Calabasas, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-08-23
  • S63 Uniform Securities Agent State Law Examination
    2005-08-23
Designations
Other Names
  • Patricia G Ichim

View on SEC IAPD

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