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Current Employers
Hbw Advisory Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-04-18
  • OH RA
    APPROVED
    Since 2019-04-18

Branch Locations

Springfield, OH • United States

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 03/2006 06/2017
Hbw Partners Springfield OH 01/2005 Present
Cetera Advisor Networks El Segundo CA 06/2017 Present
Hbw Advisory Services Simi Valley CA 04/2019 Present
  • 03/2006 → 06/2017
    Hbw Securities Llc
    Simi Valley, CA
  • 01/2005 → Present
    Hbw Partners
    Springfield, OH
  • 06/2017 → Present
    Cetera Advisor Networks
    El Segundo, CA
  • 04/2019 → Present
    Hbw Advisory Services
    Simi Valley, CA
Other Businesses

1.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES, AND LONG-TERM CARE 2.NAME OF OTHER BUSINESS: HBW PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE AND FINANCIAL SERVICES START DATE: 01/2005 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DBA NAME FOR SECURITIES BUSINESS 3. NAME OF OTHER BUSINESS: HBW ADVISORY SERVICES LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY BUSINESS; POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE; START DATE: 05/2019; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, ASSET MANAGEMENT, THIRD-PARTY MONEY MANAGEMENT;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-25
S63 Uniform Securities Agent State Law Examination 1996-12-06
  • S66 Uniform Combined State Law Examination
    2019-03-25
  • S63 Uniform Securities Agent State Law Examination
    1996-12-06

View on SEC IAPD

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