Inactive

Elias Franchesco Vera

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Current Employers

Morton Wealth

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-11-11

CA RA
APPROVED

Since 2024-11-11

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

Organization	City	State	From	To
Dowling & Yahnke, Llc	San Diego	CA	07/2011	04/2023
Ci Private Wealth, Llc	San Diego	CA	09/2022	04/2023
Morton Wealth	Calabasas	AR	05/2023	Present

07/2011 → 04/2023

Dowling & Yahnke, Llc

San Diego, CA
09/2022 → 04/2023

Ci Private Wealth, Llc

San Diego, CA
05/2023 → Present

Morton Wealth

Calabasas, AR

Previous Registrations

2022-09-15 → 2023-05-19

Corient

San Diego, CA
2012-09-25 → 2023-03-31

Dowling & Yahnke, Llc

San Diego, CA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-03-17

S63 Uniform Securities Agent State Law Examination

2001-03-17

Designations

Other Names

Elias F Vera

View on SEC IAPD

Other Firms

M83 INVESTMENT GROUP, LLC

BRIAN DENNIS, CFP®

MODERN WEALTH MANAGEMENT, LLC

FD WEALTH ADVISORS, LLC

THE WEALTH CONSULTING GROUP

PRIVATE WEALTH SOLUTIONS, LLC

ASI ADVISER LLC

Other Investors

ERIC JAY SELTER

JOSEPH ALAN SEETOO

PATRICE G BENING

Other Offices

M83 INVESTMENT GROUP, LLC · CALABASAS, CA

MORTON WEALTH · Calabasas, CA

BRIAN DENNIS, CFP® · CALABASAS, CA

MODERN WEALTH MANAGEMENT, LLC · CALABASAS, CA

MODERN WEALTH MANAGEMENT, LLC · CLABASAS, CA

FD WEALTH ADVISORS, LLC · CALABASAS, CA

THE WEALTH CONSULTING GROUP · Agoura Hills, CA

EDWARD JONES · AGOURA HILLS, CA

More in Calabasas, CA

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