Amir Tavakol

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-28

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Northwestern Mutual Life Insurance Company	Milwaukee	WI	03/2018	06/2024
Northwestern Mutual Investment Services Llc	Woodland Hls	CA	03/2018	06/2024
Uc Irvine	Irvine	CA	09/2016	04/2018
Firstservice Residential	Aliso Viejo	CA	07/2017	02/2018
Allegiance Sales Group	West Hills	CA	09/2013	12/2018
Home Extras Inc	Vernon	CA	05/2018	12/2018
Northwestern Mutual Wealth Management Company	Milwaukee	WI	07/2019	06/2024
California Capital Management	Burbank	CA	06/2024	08/2026
Morton Wealth	Calabasas	CA	08/2026	Present

03/2018 → 06/2024

Northwestern Mutual Life Insurance Company

Milwaukee, WI
03/2018 → 06/2024

Northwestern Mutual Investment Services Llc

Woodland Hls, CA
09/2016 → 04/2018

Uc Irvine

Irvine, CA
07/2017 → 02/2018

Firstservice Residential

Aliso Viejo, CA
09/2013 → 12/2018

Allegiance Sales Group

West Hills, CA
05/2018 → 12/2018

Home Extras Inc

Vernon, CA
07/2019 → 06/2024

Northwestern Mutual Wealth Management Company

Milwaukee, WI
06/2024 → 08/2026

California Capital Management

Burbank, CA
08/2026 → Present

Morton Wealth

Calabasas, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-10-31
S63	Uniform Securities Agent State Law Examination	2019-06-12

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