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2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
Corona, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Riverside | CA | 08/2014 | 02/2022 |
| Bank Of America, N.A. | Riverside | CA | 09/2014 | 02/2022 |
| Hbw Advisory Services Llc | Corona | CA | 02/2022 | 07/2023 |
| Pnc Investments Llc | Hemet | CA | 07/2023 | 04/2024 |
| Hbw Advisory Services Llc | Simi Valley | CA | 04/2024 | Present |
For profit or not for profit: Entity Charitable Name of outside business organization: Corona Norco Family YMCA Investment related: N Address of business: Corona, California, 92882 Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 3/1/2021 Number of hours devoted: 24 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Service the underprivileged of the Corona-Norco Community Vote on services to be provided to the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-25 |
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