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Lisa Marie Gilmore

Hbw Advisory Services LLC

Simi Valley, CA

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Current Employers
Hbw Advisory Services Llc

2655 1St Street Suite 250, Simi Valley, CA 93065 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-06
  • CA RA
    APPROVED
    Since 2025-01-06

Branch Locations

2655 1St Street Suite 250, Simi Valley, CA 93065 • 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
Hbw Securities Llc Simi Valley CA 08/2015 06/2017
Cetera Advisor Networks Llc El Segundo CA 06/2017 12/2022
Hbw Partners Simi Valley CA 06/2017 12/2022
Hbw Advisory Services Llc Simi Valley CA 01/2021 Present
  • 08/2015 → 06/2017
    Hbw Securities Llc
    Simi Valley, CA
  • 06/2017 → 12/2022
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 06/2017 → 12/2022
    Hbw Partners
    Simi Valley, CA
  • 01/2021 → Present
    Hbw Advisory Services Llc
    Simi Valley, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-18
S63 Uniform Securities Agent State Law Examination 2004-11-15
  • S65 Uniform Investment Adviser Law Examination
    2024-12-18
  • S63 Uniform Securities Agent State Law Examination
    2004-11-15
Other Names
  • Lisa Marie Milbauer
  • Lisa Marie Milbauer

View on SEC IAPD

Other Firms

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BRIDGE THE GAP RETIREMENT PLANNERS
THE INDEPENDENT FINANCIAL GROUP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
MISSION WEALTH MANAGEMENT, LP
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

JORGE ALBERTO MEZA
NEAL GARDNER DAVIS
ROBERT PHILIP SULLIVAN
Benjamin Scott Ruiter
MICHAEL DIFIORE
Bryan Kenneth Geurink
Chad Michael Francis
Andrea Smith Young

Other Offices

TORTUGA ADVISERS LLC · SIMI VALLEY, CA
BRIDGE THE GAP RETIREMENT PLANNERS · SIMI VALLEY, CA
THE INDEPENDENT FINANCIAL GROUP · SIMI VALLEY, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Simi Valley, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Simi Valley, CA
MISSION WEALTH MANAGEMENT, LP · Simi Valley, CA
THE INDEPENDENT FINANCIAL GROUP · Simi Valley, CA
EDWARD JONES · SIMI VALLEY, CA

More in Simi Valley, CA

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