Aaron J Castaneda

Current Employers

Hbw Advisory Services Llc

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-02-19

MI RA
APPROVED

Since 2025-02-19

Branch Locations

600 E Front Street Suite 200, Traverse City, MI 49686 • 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
East Bay Pizza	Traverse City	MI	02/2015	09/2016
All Seasons Hotel	Kalkaska	MI	10/2016	12/2017
Integrity Window Cleaning	Traverse City	MI	02/2018	Present
Pathway Financial Design	Grand Rapids	MI	01/2021	Present
Costco	Auburn Hills	MI	10/2021	12/2021

02/2015 → 09/2016

East Bay Pizza

Traverse City, MI
10/2016 → 12/2017

All Seasons Hotel

Kalkaska, MI
02/2018 → Present

Integrity Window Cleaning

Traverse City, MI
01/2021 → Present

Pathway Financial Design

Grand Rapids, MI
10/2021 → 12/2021

Costco

Auburn Hills, MI

Other Businesses

2/2018, INTEGRITY WINDOW CLEANING, OWNER, WINDOW WASHING, NOT INVESTMENT RELATED, 15-20 HOURS/ MONTH BUT NOT DURING TRADING HOURS. CLEAN WINDOWS, DO THE BOOKS, INVOICE AND DO QUOTES. 1/2021 - HBW Partners Tax Services, agent, tax prep and planning 1/2021 -Pathway Financial Design, agent, financial services 9/2024 - P&C Insurance Korhorn Financial Group, Insurance, Referrer 1/2025 -Encorestate Plans, assist in creation of trusts for client, Trusts 1/2021 - ADP Payroll Service, referrer, payroll

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-02-03

S65 Uniform Investment Adviser Law Examination

2025-02-03

Other Names

Aj Castaneda

View on SEC IAPD