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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-15 |
| TX | RA | APPROVED | 2024-07-15 |
Branch Locations
1801 Century Park East Suite 2400, Los Angeles, CA 90067 • United States
17 Corporate Plaza Dr 2Nd Floor, Newport Beach, CA 92660 • United States
3507 N University Ave Suite 150, Provo, UT 84604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank | Los Angeles | CA | 09/2014 | 04/2022 |
| Charles Schwab | Los Angeles | CA | 09/2014 | 04/2022 |
| Ed Moyzes | Manhattan Beach | CA | 05/2022 | 06/2022 |
| Ed Moyzes | Manhattan Bch | CA | 06/2022 | 09/2022 |
| Northwestern Mutual Investment Services Llc | Manhattan Bch | CA | 06/2022 | 09/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2022 | 09/2022 |
| Baker Tilly Wealth Management, Llc | Irvine | CA | 02/2023 | 04/2024 |
| Baker Tilly Capital, Llc | Irvine | CA | 02/2023 | 04/2024 |
| Baker Tilly Us, Llp | Irvine | CA | 02/2023 | 04/2024 |
| Unemployed | Irvine | CA | 10/2022 | 02/2023 |
| Portside Wealth Group | Provo | UT | 07/2024 | Present |
| Legacy Wealth Investment Counsel, Llc | Newport Beach | CA | 07/2024 | Present |
02 2023: Andres Guzman is separately licensed as an independent insurance agent California (License #: 0I84082) 3hrs a month for fixed life and health and annuity products. 07 2024: Legacy Wealth Investment Counsel, LLC: Member; DBA of Portside Wealth RIA activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-23 |
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