Sean Marshall Cisney

Current Employers

Hbw Advisory Services Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-04-04
IL	RA	APPROVED	2017-07-13

TX RA
APPROVED

Since 2019-04-04
IL RA
APPROVED

Since 2017-07-13

Branch Locations

Alsip, IL • 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

Organization	City	State	From	To
Hbw Advisory Services Llc	Simi Valley	CA	07/2017	Present
Unemployed	Chicago	IL	05/2016	07/2017

07/2017 → Present

Hbw Advisory Services Llc

Simi Valley, CA
05/2016 → 07/2017

Unemployed

Chicago, IL

Other Businesses

1/2020 Garden Homes Fire Protection District, Volunteer Fire Department, Treasurer, maintain balance sheets and report cash flow during association meetings. File taxes for the department. 6/2022 Heritage, assisting clients with estate planning, financial planner and wealth manager 4/2023, Winfield Wealth Advisors, LLC, investment advisor representative, financial planning, estate planning, wealth management, and insurance. 9/2024, Estate Guru, referring client for estate planning services such as the creation of wills and trusts.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-07-13
S63	Uniform Securities Agent State Law Examination	2003-07-22

S65 Uniform Investment Adviser Law Examination

2017-07-13
S63 Uniform Securities Agent State Law Examination

2003-07-22

Other Names

Sean Cisney

View on SEC IAPD