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2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-20 |
Branch Locations
2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
92 Congress St Ste 8A, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Saratoga Springs | NY | 04/2013 | 06/2018 |
| Sterling Manor Financial, Llc | Saratoga Springs | NY | 04/2013 | 06/2018 |
| Sterling Manor Financial Llc | Saratoga Spring | NY | 06/2016 | 06/2018 |
| Hbw Advisory Services Llc | Saratogo Springs | NY | 07/2018 | Present |
Women's Divorce Alliance, Saratoga Springs, NY, Owner since 3/2016, Certified Divorce Analyst, hourly rate. Kerri Herlick - Rental of primary residence, 617 N 37th St, Richmond, VA 23223, owner since 1/1/16, landlord, profit from rent. 9/2024, MRH CA LLC SERIES SMART SHOPPING 21, RACE HORSE, PASSIVE INVESTOR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-26 |
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