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Morgan Jul

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 2024-12-09
  • CA RA
    APPROVED
    Since 2024-12-09

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
Morton Wealth Calabasas CA 04/2024 Present
Nbcuniversal Universal City CA 06/2016 05/2023
Deeper Than Money Kansas City MO 05/2023 05/2024
United Spirit Association Cypress CA 05/2023 05/2024
Bbc Worldwide Productions Los Angeles CA 09/2023 12/2023
  • 04/2024 → Present
    Morton Wealth
    Calabasas, CA
  • 06/2016 → 05/2023
    Nbcuniversal
    Universal City, CA
  • 05/2023 → 05/2024
    Deeper Than Money
    Kansas City, MO
  • 05/2023 → 05/2024
    United Spirit Association
    Cypress, CA
  • 09/2023 → 12/2023
    Bbc Worldwide Productions
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-09
  • S65 Uniform Investment Adviser Law Examination
    2024-12-09

View on SEC IAPD

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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
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EDWARD JONES · AGOURA HILLS, CA

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