Cathryn Maure Porter

Employer firm

Hbw Advisory Services LLC CRD 143665

$1.75B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2020 → Present
  Bradford Financial Advisors Llc
  Brighton, MI
• 10/2014 → 03/2020
  Lederman Kwartowitz Center For Orthopedics And Sports Medicine
  West Bloomfield, MI
• 01/2016 → 10/2016
  Henry Ford Hospital
  Detroit, MI
• 04/2020 → 06/2021
  Cetera Advisor Networks
  El Segundo, CA
• 06/2021 → 12/2023
  Cetera Advisor Networks
  El Segundo, CA
• 03/2022 → Present
  Hbw Advisory Services Llc
  Simi Valley, CA
• 07/2024 → Present
  Cmp Tax Management Llc
  Brighton, MI

Other Businesses

1. NAME OF OTHER BUSINESS: BRADFORD FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: FINANCIAL ADVISORY FIRM START DATE: 3/2020 POSITION/TITLE/RELATIONSHIP: OFFICE MANAGER APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: PREPARATION OF CLIENT DOCUMENTS, ANSWER PHONES, CREATE APPOINTMENTS FOR IAR, MARKETING, ETC. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 8/2022 APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE; 4/2024 - HERITAGE LIVING TRUST, INDEPENDENT CONTRACTOR, APPLICATION FOR TRUSTS, DBA BRADFORD FINANCIAL ADVISORS 7/2024 -Encor Estate, assist in creation of trusts for client, Trusts 7/2024 - CMP TAX MANAGEMENT LLC, OWNER, TAX PREP AND FILING

Exams

• S66 Uniform Combined State Law Examination
  2021-12-23