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2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-26 |
| VA | RA | APPROVED | 2009-12-04 |
Branch Locations
2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
2706 Enterprise Pkwy Suite C, Richmond, VA 23294 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbw Insurance & Financial Services, Inc. | Simi Valley | CA | 06/2002 | 06/2017 |
| Hbw Securities Llc | Simi Valley | CA | 01/2006 | 06/2017 |
| Enterprise Meeting Center, Llc | Richmond | VA | 12/2008 | 02/2020 |
| Roland H. Dortch Company | Richmond | VA | 01/2008 | Present |
| Hbw Advisory Services Llc | Simi Valley | CA | 12/2009 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2017 | 08/2025 |
| Hbw Insurance & Financial Services Inc Dba Hbw Partners | Richmond | VA | 09/2012 | Present |
| Silver Oak Securities, Inc. | Jackson | TN | 08/2025 | Present |
1. HBW Advisory Services LLC,Is Investment Related,"2706 Enterprise Parkway, Ste C, Richmond, VA, 23294, United States", Independent RIA,IAR,1/5/2006,160 hours per month,120 hours per month during trading hours, Fee Based Compensation, IAR 2. Roland H. Dortch Company, Is Investment Related,"2706 Enterprise Parkway, Ste C, Richmond, VA, 23294, United States", DBA for Independent Financial Professional, Financial Professional,1/1/2008,160 hours per month,120 hours per month during trading hours, Commission Compensation, DBA for life and health insurance sales 3. HBW Partners, Is Investment Related,"2706 Enterprise Parkway, Ste C, Richmond, VA, 23294, United States", DBA for Independent Financial Professional, Financial Professional,1/5/2006,160 hours per month,120 hours per month during trading hours, Commission Compensation, DBA for Independent Financial Professional and fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-30 |
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