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Inactive

Diego Guerrero

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 2026-06-07
  • CA RA
    APPROVED
    Since 2026-06-07

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 05/2026 Present
Student Thousand Oaks CA 10/2014 07/2019
Cbc Oxnard CA 04/2021 07/2021
Unemployed Westlake Village CA 07/2021 11/2021
Ubs Westlake Village CA 07/2022 06/2023
Unemployed San Diego CA 07/2023 08/2023
Ieq Capital, Llc Foster City CA 07/2024 05/2026
Hub 101 Westlake Village CA 06/2019 02/2020
Fresh Brothers Thousand Oaks CA 06/2019 04/2021
Northwestern Mutual Woodland Hills CA 11/2021 02/2022
Cir Inc. Moorpark CA 05/2022 09/2022
Msf Graduate School San Diego CA 08/2023 05/2024
Unemployed Westlake Village CA 06/2024 07/2024
  • 05/2026 → Present
    Morton Wealth
    Calabasas, CA
  • 10/2014 → 07/2019
    Student
    Thousand Oaks, CA
  • 04/2021 → 07/2021
    Cbc
    Oxnard, CA
  • 07/2021 → 11/2021
    Unemployed
    Westlake Village, CA
  • 07/2022 → 06/2023
    Ubs
    Westlake Village, CA
  • 07/2023 → 08/2023
    Unemployed
    San Diego, CA
  • 07/2024 → 05/2026
    Ieq Capital, Llc
    Foster City, CA
  • 06/2019 → 02/2020
    Hub 101
    Westlake Village, CA
  • 06/2019 → 04/2021
    Fresh Brothers
    Thousand Oaks, CA
  • 11/2021 → 02/2022
    Northwestern Mutual
    Woodland Hills, CA
  • 05/2022 → 09/2022
    Cir Inc.
    Moorpark, CA
  • 08/2023 → 05/2024
    Msf Graduate School
    San Diego, CA
  • 06/2024 → 07/2024
    Unemployed
    Westlake Village, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-10
  • S65 Uniform Investment Adviser Law Examination
    2025-03-10
Other Names
  • Diego Andrew Guerrero

View on SEC IAPD

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Other Offices

M83 INVESTMENT GROUP, LLC · CALABASAS, CA
MORTON WEALTH · CALABASAS, CA
MORTON WEALTH · Calabasas, CA
BRIAN DENNIS, CFP® · CALABASAS, CA
MODERN WEALTH MANAGEMENT, LLC · CALABASAS, CA
MODERN WEALTH MANAGEMENT, LLC · CLABASAS, CA
FD WEALTH ADVISORS, LLC · CALABASAS, CA
THE WEALTH CONSULTING GROUP · Agoura Hills, CA

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