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2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-09-27 |
Branch Locations
2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
3017 Douglas Blvd Ste 100, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steel Peak Wealth Management, Llc | Woodland Hills | CA | 03/2016 | 09/2018 |
| Hbw Advisory Services Llc | Roseville | CA | 09/2018 | Present |
I AM AN INSURANCE ADVISOR WITH INCOME PLANNING ASSOCIATES. I HAVE ANNUITIES AND INSURANCE PRODUCTS THAT I RECOMMEND AND USE FOR PLANNING PURPOSES. THESE ARE COMMISSION BASED PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-19 |
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