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27200 Agoura Road Suite 200, Calabasas, CA 91301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-05-28 |
Branch Locations
27200 Agoura Road Suite 200, Calabasas, CA 91301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 09/2017 | 05/2021 |
| Jpmorgan Securities, Llc | Los Angeles | CA | 09/2017 | 05/2021 |
| Orangetheory Fitness | West Hollywood | CA | 12/2014 | 09/2017 |
| Morton Capital Management | Calabasas | CA | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-04 |
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