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27200 Agoura Road Suite 200, Calabasas, CA 91301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-04-10 |
Branch Locations
27200 Agoura Road Suite 200, Calabasas, CA 91301 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Brea | CA | 10/2011 | 01/2018 |
| Morton Capital Management | Calabasas | CA | 03/2018 | Present |
OAA#: 22157 | ORG NAME:DAILEY AND ASSOCIATES | ORG ADDR:LOS ANGELES, CA, US | NATURE OF BUS:COMMERCIAL AND RADIO ADS | INVST REL:N | TITLE:TALENT | DUTIES:ACTING | START DT:04/19/2013 | TOTAL HRS P/M:8 | SEC TRDNG HRS P/M:8
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-18 |
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