| Date | Description |
|---|
| 2023-09-12 |
insert person Dylan Druian |
| 2023-09-12 |
update person_title Ivy Dyson: Marketing Coordinator => Content Marketing Specialist |
| 2023-08-10 |
insert cmo Clarisse Sullivan |
| 2023-08-10 |
delete person Cole Couch |
| 2023-08-10 |
update person_title Clarisse Sullivan: Marketing Manager => Director of Marketing |
| 2023-08-10 |
update person_title Nick Valaika: Client Operations Administrator => Client Coordinator |
| 2023-07-08 |
delete person Bryce Snell |
| 2023-07-08 |
delete person Sarah Ellis |
| 2023-07-08 |
insert person Elias Vera |
| 2023-07-08 |
insert person Jessica Hull |
| 2023-07-08 |
update person_title Austin Overholt: Client Manager => Financial Planner |
| 2023-07-08 |
update person_title Kaizer Gillispie: Private Investments Operations Specialist => Private Investments Operations Manager |
| 2023-07-08 |
update person_title Kevin Klein: Investment Operations Administrator => Client Operations Administrator |
| 2023-07-08 |
update person_title Michelle Loakes: Client Operations Administrator => Client Services Manager |
| 2023-07-08 |
update person_title Moriah Bowles: Client Operations Training Specialist => Client Operations Specialist |
| 2023-06-04 |
delete person Sherry Uchuion |
| 2023-06-04 |
insert address Customer Relationship Summary
|
Form ADV Brochure
|
© 2023 Morton |
| 2023-06-04 |
update person_title Alexandria West: Administrative Assistant => Client Operations Administrator |
| 2023-04-21 |
delete person Olivia Payne |
| 2023-04-21 |
update person_title Ian Rennick: Client Operations Administrator => Client Coordinator |
| 2023-03-21 |
insert person Brandon Snow |
| 2023-02-17 |
delete service_pages_linkeddomain twitter.com |
| 2023-02-17 |
update person_title Kaizer Gillispie: Investment Operations Administrator => Private Investments Operations Specialist |
| 2023-01-16 |
delete person Elana Yaffe |
| 2023-01-16 |
insert person Cole Couch |
| 2023-01-16 |
update person_description Alexandria West => Alexandria West |
| 2023-01-16 |
update person_description Judy Lee => Judy Lee |
| 2023-01-16 |
update person_description Liam O'Hara => Liam O'Hara |
| 2023-01-16 |
update person_description Olivia Payne => Olivia Payne |
| 2023-01-16 |
update person_title Judy Lee: Client Reporting Specialist => Data & Reporting Analyst |
| 2023-01-16 |
update person_title Sarah Ellis: Advisor Operations Manager, Wealth Advisor => Wealth Advisor, Strategic Specialist |
| 2022-12-16 |
delete person Alexandra Hart |
| 2022-12-16 |
insert person Alexandria West |
| 2022-12-16 |
update person_title Sherry Uchuion: Compliance Manager => HR and Compliance Manager |
| 2022-11-14 |
insert person Liam O'Hara |
| 2022-11-14 |
update person_description Jon Wingent => Jon Wingent |
| 2022-11-14 |
update person_description Peter Duan => Peter Duan |
| 2022-10-14 |
delete person Wade Calvert |
| 2022-10-14 |
update person_description Jamie Domke => Jamie Domke |
| 2022-10-14 |
update person_title Adam Bartkoski: Director of Finance and HR => Director of Finance and HR, Partner |
| 2022-10-14 |
update person_title Dan Charoenrath: Director of Operations => Director of Operations; Partner |
| 2022-10-14 |
update person_title Jamie Domke: Client Operations Administrator => Client Coordinator |
| 2022-09-12 |
delete career_pages_linkeddomain webflow.io |
| 2022-09-12 |
insert person Chris Galeski |
| 2022-08-12 |
delete career_pages_linkeddomain wrk.xyz |
| 2022-07-13 |
delete person Brandon McKerney |
| 2022-07-13 |
update person_description Adam Bartkoski => Adam Bartkoski |
| 2022-07-13 |
update person_description Dan Charoenrath => Dan Charoenrath |
| 2022-07-13 |
update person_description Jeff Sarti => Jeff Sarti |
| 2022-07-13 |
update person_description Meghan Pinchuk => Meghan Pinchuk |
| 2022-07-13 |
update person_description Menachem Striks => Menachem Striks |
| 2022-07-13 |
update person_description Sarah Ellis => Sarah Ellis |
| 2022-07-13 |
update person_description Stacey McKinnon => Stacey McKinnon |
| 2022-07-13 |
update person_title Adam Bartkoski: HR and Finance Manager => Director of Finance and HR |
| 2022-07-13 |
update person_title Sarah Ellis: Client Experience Manager, Wealth Advisor => Advisor Operations Manager, Wealth Advisor |
| 2022-04-11 |
insert cmo Stacey McKinnon |
| 2022-04-11 |
update person_title Stacey McKinnon: Chief Operating Officer; Partner => Chief Operating Officer; Chief Marketing Officer; Partner |
| 2022-02-06 |
delete source_ip 3.248.8.137 |
| 2022-02-06 |
delete source_ip 52.49.198.28 |
| 2022-02-06 |
delete source_ip 52.212.43.230 |
| 2022-02-06 |
insert source_ip 35.232.16.77 |
| 2021-08-20 |
delete source_ip 192.252.151.28 |
| 2021-08-20 |
insert source_ip 3.248.8.137 |
| 2021-08-20 |
insert source_ip 52.49.198.28 |
| 2021-08-20 |
insert source_ip 52.212.43.230 |
| 2021-08-20 |
update robots_txt_status mortoncapital.com: 200 => 404 |
| 2021-08-20 |
update robots_txt_status www.mortoncapital.com: 200 => 404 |
| 2021-07-18 |
delete person Chris Wahl |
| 2021-07-18 |
update person_title Jessica Hull: Client Service Administrator => Executive; Coordinator |
| 2021-07-18 |
update person_title Kierstan Lewis: Private Investments Administrator => Administrative Assistant |
| 2021-07-18 |
update person_title Lauren Salas: Private Investments Administrator => Client Service Administrator |
| 2021-06-16 |
insert person Jamie Domke |
| 2021-06-16 |
insert person Mike Rudow |
| 2021-06-16 |
update person_title Adam Bartkoski: HR Manager; Finance => HR Manager; Finance; Partner |
| 2021-06-16 |
update person_title Austin Overholt: Client Service Associate => Associate Wealth Advisor |
| 2021-06-16 |
update person_title Celia Meagher: Wealth Advisor, CFP® => Wealth Advisor, Partner, CFP® |
| 2021-06-16 |
update person_title Joe A. Seetoo: Senior Vice President; Wealth Advisor, Senior Vice President, CFA®, CFP®, CEPA®; Partner => Senior Vice President; Wealth Advisor, Senior Vice President, Partner, CFA®, CFP®, CEPA®; Partner |
| 2021-06-16 |
update person_title Sarah Ellis: Client Experience Manager & Associate Wealth Advisor => Client Experience Manager & Wealth Advisor |
| 2021-04-21 |
delete person Laura M. An |
| 2021-04-21 |
delete person Patrick Garcia |
| 2021-04-21 |
insert person Kaizer Gillispie |
| 2021-04-21 |
insert person Kevin Klein |
| 2021-04-21 |
insert person Laura Henriquez |
| 2021-04-21 |
insert person Lauren Lindvall |
| 2021-04-21 |
insert person Mike Privett |
| 2021-04-21 |
update person_description Sherry Uchuion => Sherry Uchuion |
| 2021-04-21 |
update person_description Thao Truong => Thao Truong |
| 2021-04-21 |
update person_title Bryce Snell: Associate Wealth Advisor, CFP® => Wealth Advisor, CFP® |
| 2021-04-21 |
update person_title Clarisse Sullivan: Marketing Coordinator => Marketing Manager |
| 2021-04-21 |
update person_title Sasan Faiz: Managing Director of Investments => Managing Director of Investments, Partner |
| 2021-04-21 |
update person_title Thao Truong: Associate; Advisor => Associate Wealth Advisor, CFP® |
| 2021-04-21 |
update person_title Wade Calvert: Wealth Advisor, Partner, CFP®, CPWA® => Wealth Advisor, Partner, CFP® |
| 2021-01-30 |
delete person Tyler Munro |
| 2021-01-30 |
insert person Brian Mann |
| 2021-01-30 |
insert person Judy Lee |
| 2021-01-30 |
insert person Sherry Uchuion |
| 2021-01-30 |
insert person Thao Truong |
| 2021-01-30 |
insert person Trent Paddon |
| 2021-01-30 |
update person_description Cameron Meek => Cameron Meek |
| 2021-01-30 |
update person_description Sarah Ellis => Sarah Ellis |
| 2021-01-30 |
update person_title Austin Overholt: Client Service Administrator => Client Service Associate |
| 2021-01-30 |
update person_title Chris Wahl: Paraplanner; a Client Service Administrator => Associate Wealth Advisor |
| 2021-01-30 |
update person_title Edward Garcia: Paraplanner => Financial Planning Associate |
| 2021-01-30 |
update person_title Kierstan Lewis: Administrative Assistant => Private Investments Administrator |
| 2021-01-30 |
update person_title Mollie Privett: Client Service Administrator, CFP® => Client Service Associate, CFP® |
| 2021-01-30 |
update person_title Moriah Bowles: Client Service Manager => Client Service Technical Specialist |
| 2021-01-30 |
update person_title Olivia Payne: Client Service Associate => Associate Wealth Advisor |
| 2020-10-07 |
insert coo Dan Charoenrath |
| 2020-10-07 |
delete person Chelsea N. Watson |
| 2020-10-07 |
delete person Leah Loewenthal |
| 2020-10-07 |
insert person Mollie Privett |
| 2020-10-07 |
update person_description Jessica Hull => Jessica Hull |
| 2020-10-07 |
update person_description Kierstan Lewis => Kierstan Lewis |
| 2020-10-07 |
update person_title Clarisse Sullivan: Client Service Administrator and Marketing Coordinator; Marketing Coordinator and Client Service Associate => Marketing Coordinator |
| 2020-10-07 |
update person_title Dan Charoenrath: Director of Client Operations; Director of Private Investment Operations => Director of Operations |
| 2020-10-07 |
update person_title Elana Yaffe: Paraplanner => Financial Planning Associate |
| 2020-10-07 |
update person_title Laura M. An: Business Operations Manager => Technology Operations Manager |
| 2020-10-07 |
update person_title Patrick Garcia: Private Investments Administrator; Account Servicing Associate => Fund Relationship Manager |
| 2020-10-07 |
update person_title Sarah Ellis: Associate Wealth Advisor => Client Experience Manager & Associate Wealth Advisor |
| 2020-07-27 |
delete person Clarence Welton |
| 2020-07-27 |
insert person Lauren Salas |
| 2020-07-27 |
update person_description Leah Loewenthal => Leah Loewenthal |
| 2020-07-27 |
update person_title Chris Wahl: Capital As a Client Service Administrator; Client Service Administrator => Capital As a Client Service Administrator; Paraplanner |
| 2020-07-27 |
update person_title Leah Loewenthal: Portfolio Analyst => Paraplanner; Portfolio Analyst |
| 2020-06-26 |
insert person Cameron Meek |
| 2020-06-26 |
update person_title Benjamin Markman: Private Investments Administrator => Trader |
| 2020-06-26 |
update person_title Menachem Striks: Compliance Manager, JD, Partner; Compliance Manager => Compliance Manager; Partner |
| 2020-05-27 |
insert person Tyler Munro |
| 2020-05-27 |
update person_description Amber McBride => Amber McBride |
| 2020-05-27 |
update person_description Benjamin Markman => Benjamin Markman |
| 2020-05-27 |
update person_title Chris Galeski: Wealth Advisor => Wealth Advisor; Wealth Advisor, Partner |
| 2020-05-27 |
update person_title Menachem Striks: Compliance Manager => Compliance Manager, JD, Partner; Compliance Manager |
| 2020-03-27 |
update person_description Chris Wahl => Chris Wahl |
| 2020-03-27 |
update person_description Edward Garcia => Edward Garcia |
| 2020-03-27 |
update person_title Austin Overholt: Private Investments Administrator => Client Service Administrator |
| 2020-03-27 |
update person_title Edward Garcia: Client Service Administrator => Paraplanner |
| 2020-02-25 |
insert person Jessica Hull |
| 2020-01-26 |
insert person Amber McBride |
| 2020-01-26 |
update person_title Cathy C. Cash: Wealth Advisor, CFP® => null |
| 2019-12-25 |
update person_description Austin Overholt => Austin Overholt |
| 2019-12-25 |
update person_description Milan Pfeisinger => Milan Pfeisinger |
| 2019-12-25 |
update person_title Moriah Bowles: Client Service Administrator => Client Service Manager |
| 2019-11-25 |
insert person Benjamin Markman |
| 2019-11-25 |
insert person Clarence Welton |
| 2019-10-25 |
update person_title Carly Powell: Account Servicing Associate => Client Service Administrator |
| 2019-09-25 |
insert person Chris Wahl |
| 2019-08-26 |
update person_title Erica M. Crane: Financial Planning Associate, EA, CFP®; CERTIFIED FINANCIAL PLANNER => CERTIFIED FINANCIAL PLANNER |
| 2019-07-27 |
delete person Moriah Twombley |
| 2019-07-27 |
insert person Edward Garcia |
| 2019-07-27 |
insert person Milan Pfeisinger |
| 2019-07-27 |
insert person Moriah Bowles |
| 2019-07-27 |
update person_description Brian H. Standing => Brian H. Standing |
| 2019-07-27 |
update person_title Austin Overholt: Private Investment Administrator => Private Investments Administrator |
| 2019-07-27 |
update person_title Bruce L. Tyson: Wealth Advisor => Wealth Advisor; Wealth Advisor, Partner |
| 2019-07-27 |
update person_title Clarisse Sullivan: Client Service Administrator and Marketing Coordinator => Client Service Administrator and Marketing Coordinator; Marketing Coordinator and Client Service Associate |
| 2019-07-27 |
update person_title Dan Charoenrath: Director of Client Operations => Director of Client Operations; Director of Private Investment Operations |
| 2019-07-27 |
update person_title Eric J. Selter: Executive Vice President; CCO; Executive Vice President and CCO of Morton Capital => Executive Vice President; Wealth Advisor, Executive Vice President and CCO; CCO; Executive Vice President and CCO of Morton Capital; Wealth Advisor, Executive Vice President, CCO |
| 2019-07-27 |
update person_title Joseph A. Seetoo: Senior Vice President; Senior Vice President, CFA®, CFP®, CEPA®; Partner => Senior Vice President; Wealth Advisor, Senior Vice President, CFA®, CFP®, CEPA®; Partner |
| 2019-07-27 |
update person_title Karla Gonzalez: Client Service Administrator => Client Service Administrator; Client Service Associate |
| 2019-07-27 |
update person_title Kevin G. Rex: Wealth Advisor; Wealth Advisor, CFP® => Wealth Advisor, Partner, CFP®; Wealth Advisor; Partner |
| 2019-07-27 |
update person_title Olivia Payne: Client Service Administrator => Client Service Associate |
| 2019-07-27 |
update person_title Patrice Bening: Client Service Administrator => Client Service Associate |
| 2019-07-27 |
update person_title Patrick Garcia: Account Servicing Associate; Private Investment Administrator => Private Investments Administrator; Account Servicing Associate |
| 2019-07-27 |
update person_title Wade Calvert: Wealth Advisor, CFP®, CPWA® => Wealth Advisor, Partner, CFP®, CPWA® |
| 2019-06-25 |
insert ceo Jeffrey Sarti |
| 2019-06-25 |
insert chiefinvestmentofficer Meghan H. Pinchuk |
| 2019-06-25 |
insert person Austin Overholt |
| 2019-06-25 |
insert person Brian H. Standing |
| 2019-06-25 |
update person_description Elana Yaffe => Elana Yaffe |
| 2019-06-25 |
update person_description Meghan H. Pinchuk => Meghan H. Pinchuk |
| 2019-06-25 |
update person_description Olivia Payne => Olivia Payne |
| 2019-06-25 |
update person_title Alan S. Kane: null => Wealth Advisor, CFP®, CMFC® |
| 2019-06-25 |
update person_title Brittany I. Yudkowsky: Financial Planner => Financial Planner; Financial Planner, CFP |
| 2019-06-25 |
update person_title Bryce Snell: Associate Wealth Advisor => Associate Wealth Advisor, CFP®; Associate Wealth Advisor |
| 2019-06-25 |
update person_title Cathy C. Cash: null => Wealth Advisor, CFP® |
| 2019-06-25 |
update person_title Celia Meagher: Wealth Advisor => Wealth Advisor, CFP® |
| 2019-06-25 |
update person_title Chelsea N. Watson: Wealth Advisor => Wealth Advisor; Wealth Advisor, CFP® |
| 2019-06-25 |
update person_title Erica M. Crane: CERTIFIED FINANCIAL PLANNER => Financial Planning Associate, EA, CFP®; CERTIFIED FINANCIAL PLANNER |
| 2019-06-25 |
update person_title Jason R. Naiman: Wealth Advisor => Wealth Advisor, ChFC®; Wealth Advisor |
| 2019-06-25 |
update person_title Jeffrey Sarti: Capital 's Chief Investment Officer => CEO; CEO, CFA®; Capital 's Chief Investment Officer |
| 2019-06-25 |
update person_title Joseph A. Seetoo: Senior Vice President; Partner => Senior Vice President; Senior Vice President, CFA®, CFP®, CEPA®; Partner |
| 2019-06-25 |
update person_title Kevin G. Rex: Wealth Advisor => Wealth Advisor; Wealth Advisor, CFP® |
| 2019-06-25 |
update person_title Meghan H. Pinchuk: null => Chief Investment Officer, CFA®, CFP®; Chief Investment Officer |
| 2019-06-25 |
update person_title Patrick Garcia: Account Servicing Associate => Account Servicing Associate; Private Investment Administrator |
| 2019-06-25 |
update person_title Priscilla A. Brehm: Wealth Advisor at Morton Capital => Wealth Advisor at Morton Capital; Wealth Advisor, ChFC®, CMFC® |
| 2019-06-25 |
update person_title Sasan Faiz: Co - Chief Investment Officer at Morton Capital => Managing Director of Investments at Morton Capital; Co - Chief Investment Officer at Morton Capital |
| 2019-06-25 |
update person_title Stacey L. McKinnon: Chief Operating Officer => Chief Operating Officer; Chief Operating Officer, CFP® |
| 2019-06-25 |
update person_title Wade Calvert: null => Wealth Advisor, CFP®, CPWA® |
| 2019-05-23 |
insert person Olivia Payne |
| 2019-05-23 |
update person_description Adam Bartkoski => Adam Bartkoski |
| 2019-04-16 |
insert person Adam Bartkoski |
| 2019-04-16 |
insert person Kierstan Lewis |
| 2019-04-16 |
update person_description Moriah Twombley => Moriah Twombley |
| 2019-04-16 |
update person_description Patrice Bening => Patrice Bening |
| 2019-04-16 |
update person_title Sarah Ellis: Client Service Administrator => Associate Wealth Advisor |
| 2019-03-16 |
delete email pb..@mortoncapital.com |
| 2019-03-16 |
delete email se..@mortoncapital.com |
| 2019-03-16 |
insert person Celia Meagher |
| 2019-03-16 |
insert person Elana Yaffe |
| 2019-03-16 |
update person_title Moriah Twombley: Operations Administrator => Account Servicing Associate |
| 2019-02-07 |
insert email pb..@mortoncapital.com |
| 2019-02-07 |
insert person Patrice Bening |
| 2018-12-19 |
insert person Carly Powell |
| 2018-12-19 |
insert person Moriah Twombley |
| 2018-12-19 |
update person_description Sarah Ellis => Sarah Ellis |
| 2018-12-19 |
update person_title Lori Gillem: Operations; Portfolio Administration Manager => Operations |
| 2018-04-23 |
delete person Sophia Ristic |
| 2018-04-23 |
insert email cg..@mortoncapital.com |
| 2018-04-23 |
insert email pg..@mortoncapital.com |
| 2018-04-23 |
insert person Chris Galeski |
| 2018-04-23 |
insert person Patrick Garcia |
| 2018-04-23 |
update person_description Leah Loewenthal => Leah Loewenthal |
| 2018-04-23 |
update person_title Carly Johnson: Client Service Administrator => Account Servicing Associate |
| 2018-04-23 |
update person_title Clara Kim: Operations Administrator => Account Servicing Associate |
| 2018-04-23 |
update person_title Erica M. Crane: Financial Planner; CERTIFIED FINANCIAL PLANNER => Associate Financial Planner; CERTIFIED FINANCIAL PLANNER |
| 2018-03-13 |
insert person Dan Charoenrath |
| 2018-03-13 |
insert person Erica M. Crane |
| 2018-03-13 |
insert person Karla Gonzalez |
| 2018-03-13 |
update person_description Brittany I. Yudkowsky => Brittany I. Yudkowsky |
| 2018-03-13 |
update person_title Angela Roper: Senior Research Analyst => Senior Research Analyst; Portfolio Manager |
| 2018-03-13 |
update person_title Clarisse Roux: Client Service Administrator => Client Service Administrator and Marketing Coordinator |
| 2018-03-13 |
update person_title Laura M. An: Operations Manager => Business Operations Manager |
| 2018-01-29 |
insert coo Stacey L. McKinnon |
| 2018-01-29 |
update person_description Bryce Snell => Bryce Snell |
| 2018-01-29 |
update person_title Stacey L. McKinnon: Director of Marketing & Client Services => Chief Operating Officer |
| 2017-12-19 |
update person_description Celia Evereklian => Celia Evereklian |
| 2017-12-19 |
update person_title Bryce Snell: Client Service Administrator => Associate Wealth Advisor |
| 2017-11-12 |
insert email ll..@mortoncapital.com |
| 2017-11-12 |
insert person Celia Evereklian |
| 2017-11-12 |
insert person Leah Loewenthal |
| 2017-11-12 |
update person_title Clara Kim: Administrative Assistant => Operations Administrator |
| 2017-08-24 |
delete address Morton Capital Management Copyright 2016 27200 Agoura Rd., Suite 200, Calabasas, CA 91301 |
| 2017-08-24 |
update person_title Kevin G. Rex: Associate Wealth Advisor; Wealth Advisor / Morton Capital Management => Wealth Advisor |
| 2017-07-27 |
update person_title Kevin G. Rex: Associate Wealth Advisor / Morton Capital Management => Associate Wealth Advisor; Wealth Advisor / Morton Capital Management |
| 2017-06-25 |
delete otherexecutives Diana H. Pereira |
| 2017-06-25 |
delete person Diana H. Pereira |
| 2017-06-25 |
insert person Clara Kim |
| 2017-06-25 |
insert person Clarisse Roux |
| 2017-06-25 |
insert person Nerses Hamboyan |
| 2017-06-25 |
insert person Sophia Ristic |
| 2017-06-25 |
update person_title Arlene Vaughan: Receptionist; Receptionist / Morton Capital Management => Office Coordinator; Office Coordinator / Morton Capital Management |
| 2017-06-25 |
update person_title Brittany I. Yudkowsky: Client Service Associate => Financial Planning Associate |
| 2017-06-25 |
update person_title Bryce Snell: Operations Administrator; Operations Administrator / Morton Capital Management => Client Service Administrator / Morton Capital Management |
| 2017-06-25 |
update person_title Carly Johnson: Custodian Coordinator / Morton Capital Management => Client Service Administrator / Morton Capital Management |
| 2017-06-25 |
update person_title Laura M. An: null => Operations Manager |
| 2017-03-08 |
update person_title Stacey L. McKinnon: Associate Wealth Advisor / Morton Capital Management => Director of Marketing & Client Services / Morton Capital Management |
| 2016-09-08 |
delete source_ip 216.35.197.89 |
| 2016-09-08 |
insert source_ip 192.252.151.28 |
| 2016-08-10 |
delete address Morton Capital Management Copyright 2015 27200 Agoura Rd., Suite 200, Calabasas, CA 91301 |
| 2016-08-10 |
delete person PJ Taylor |
| 2016-08-10 |
insert address Morton Capital Management Copyright 2016 27200 Agoura Rd., Suite 200, Calabasas, CA 91301 |
| 2016-08-10 |
insert person Bryce Snell |
| 2016-07-01 |
delete person Randy Siegel |
| 2016-07-01 |
insert person Destiny Freeman |
| 2016-07-01 |
insert person Menachem Striks |
| 2016-03-25 |
update website_status DomainNotFound => OK |
| 2016-03-25 |
delete person Jaclyn B. Yudkowsky |
| 2016-03-25 |
insert person Wade Calvert |
| 2016-03-25 |
update person_description Carly Johnson => Carly Johnson |
| 2016-03-25 |
update person_title Kevin G. Rex: null => Associate Wealth Advisor / Morton Capital Management |
| 2016-03-25 |
update person_title Stacey L. McKinnon: Associate; Advisor; Associate Advisor / Morton Capital Management => Associate Wealth Advisor / Morton Capital Management |
| 2016-03-14 |
update website_status OK => DomainNotFound |
| 2016-01-11 |
insert person Randy Siegel |
| 2015-12-05 |
delete person Caroline L. Harrah |
| 2015-12-05 |
insert person Bruce L. Tyson |
| 2015-12-05 |
update person_title Stacey L. McKinnon: Client Service Associate / Morton Capital Management => Associate; Advisor; Associate Advisor / Morton Capital Management |
| 2015-10-14 |
delete about_pages_linkeddomain fa-mag.com |
| 2015-10-14 |
delete contact_pages_linkeddomain fa-mag.com |
| 2015-10-14 |
delete management_pages_linkeddomain fa-mag.com |
| 2015-09-16 |
delete person Claudette M. McCarroll |
| 2015-09-16 |
insert about_pages_linkeddomain fa-mag.com |
| 2015-09-16 |
insert contact_pages_linkeddomain fa-mag.com |
| 2015-09-16 |
insert management_pages_linkeddomain fa-mag.com |
| 2015-09-16 |
insert person Carly Johnson |
| 2015-08-18 |
delete email ak..@mortoncapital.com |
| 2015-08-18 |
delete email ar..@mortoncapital.com |
| 2015-08-18 |
delete email av..@mortoncapital.com |
| 2015-08-18 |
delete email by..@mortoncapital.com |
| 2015-08-18 |
delete email cc..@mortoncapital.com |
| 2015-08-18 |
delete email ch..@mortoncapital.com |
| 2015-08-18 |
delete email cm..@mortoncapital.com |
| 2015-08-18 |
delete email cw..@mortoncapital.com |
| 2015-08-18 |
delete email dp..@mortoncapital.com |
| 2015-08-18 |
delete email es..@mortoncapital.com |
| 2015-08-18 |
delete email jn..@mortoncapital.com |
| 2015-08-18 |
delete email js..@mortoncapital.com |
| 2015-08-18 |
delete email js..@mortoncapital.com |
| 2015-08-18 |
delete email jy..@mortoncapital.com |
| 2015-08-18 |
delete email kr..@mortoncapital.com |
| 2015-08-18 |
delete email la..@mortoncapital.com |
| 2015-08-18 |
delete email lo..@mortoncapital.com |
| 2015-08-18 |
delete email mp..@mortoncapital.com |
| 2015-08-18 |
delete email pb..@mortoncapital.com |
| 2015-08-18 |
delete email pm..@mortoncapital.com |
| 2015-08-18 |
delete email pt..@mortoncapital.com |
| 2015-08-18 |
delete email sf..@mortoncapital.com |
| 2015-08-18 |
delete email sm..@mortoncapital.com |
| 2015-08-18 |
insert about_pages_linkeddomain tamaracinc.com |
| 2015-08-18 |
insert contact_pages_linkeddomain tamaracinc.com |
| 2015-08-18 |
insert index_pages_linkeddomain tamaracinc.com |
| 2015-08-18 |
insert management_pages_linkeddomain tamaracinc.com |
| 2015-07-09 |
insert address Morton Capital Management Copyright 2015 27200 Agoura Rd., Suite 200, Calabasas, CA 91301 |
| 2015-07-09 |
insert alias Morton |
| 2015-07-09 |
insert index_pages_linkeddomain google.co.in |
| 2015-06-11 |
delete source_ip 69.18.153.50 |
| 2015-06-11 |
insert source_ip 216.35.197.89 |
| 2015-03-15 |
delete person Derek Jeter |
| 2014-12-27 |
delete partner Market Data Bank |
| 2014-12-27 |
update person_description Lon Morton => Lon Morton |
| 2014-12-27 |
update person_description Meghan H. Pinchuk => Meghan H. Pinchuk |
| 2014-03-21 |
delete otherexecutives Priscilla Brehm |
| 2014-03-21 |
update person_title Priscilla Brehm: Senior Vice President; Chief Compliance Officer => Senior Vice President |
| 2013-11-08 |
delete president Lon Morton |
| 2013-11-08 |
delete vp Jason R. Naiman |
| 2013-11-08 |
delete vp Priscilla Brehm |
| 2013-11-08 |
insert otherexecutives Priscilla Brehm |
| 2013-11-08 |
insert svp Jason R. Naiman |
| 2013-11-08 |
insert svp Priscilla Brehm |
| 2013-11-08 |
delete partner Union Bank, N.A. |
| 2013-11-08 |
delete partner_pages_linkeddomain unionbank.com |
| 2013-11-08 |
insert alias Morton Capital Management LLC |
| 2013-11-08 |
update person_title Jason R. Naiman: Vice President => Senior Vice President |
| 2013-11-08 |
update person_title Lon Morton: President; C.E.O. => C.E.O |
| 2013-11-08 |
update person_title Priscilla Brehm: Vice President => Senior Vice President; Chief Compliance Officer |
| 2013-05-11 |
delete otherexecutives Angela Raitzin |
| 2013-05-11 |
delete person Angela Raitzin |
| 2013-05-11 |
delete person Scott Shlecter |