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Nicholas Valaika

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 2024-10-10
  • CA RA
    APPROVED
    Since 2024-10-10

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 07/2022 Present
University Of California Los Angeles Los Angeles CA 09/2014 06/2017
Pittsburgh Pirates Pittsburgh PA 06/2017 03/2019
University Of California Los Angeles Los Angeles CA 03/2019 08/2019
Jimmy Dorian Insurance Agency, Inc. Valencia CA 11/2019 07/2022
  • 07/2022 → Present
    Morton Wealth
    Calabasas, CA
  • 09/2014 → 06/2017
    University Of California Los Angeles
    Los Angeles, CA
  • 06/2017 → 03/2019
    Pittsburgh Pirates
    Pittsburgh, PA
  • 03/2019 → 08/2019
    University Of California Los Angeles
    Los Angeles, CA
  • 11/2019 → 07/2022
    Jimmy Dorian Insurance Agency, Inc.
    Valencia, CA
Designations

View on SEC IAPD

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M83 INVESTMENT GROUP, LLC · CALABASAS, CA
MORTON WEALTH · Calabasas, CA
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MODERN WEALTH MANAGEMENT, LLC · CALABASAS, CA
MODERN WEALTH MANAGEMENT, LLC · CLABASAS, CA
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