Stacey Lynn Mckinnon

Current Employers

Morton Wealth

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2015-09-08

CA RA
APPROVED

Since 2015-09-08

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
Morton Capital Management, Llc	Calabasas	CA	02/2015	12/2016
Morton Capital Management	Calabasas	CA	12/2016	Present

02/2015 → 12/2016

Morton Capital Management, Llc

Calabasas, CA
12/2016 → Present

Morton Capital Management

Calabasas, CA

Other Businesses

Name: Studio BPM (not investment related) Address: 28882 Roadside Drive, Agoura Hills, CA 91301 Title: Owner with husband Start Date: 7/1/2016 Hours: Approx 20 hours/month (none during trading hours) Duties: Instructor and bookkeeping

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-09-08

S65 Uniform Investment Adviser Law Examination

2015-09-08

Other Names

Stacey Lynn Volkmar

View on SEC IAPD

Current Employers

Morton Wealth

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews