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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 |
| TX | RA | APPROVED | 2019-06-19 |
Branch Locations
2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
1395 Ridgewood Blvd Ste 300, Chico, CA 95973 • 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 |
|---|---|---|---|---|
| Unemployed | Granite Bay | CA | 01/2018 | 05/2018 |
| Sci Business Solutions | Carlsbad | CA | 04/2016 | 12/2017 |
| Hbw Advisory Services | Chico | CA | 05/2018 | Present |
9/2018 - JONES FINANCIAL NETWORK, CHIEF OPERATING OFFICER, OVERSEE DAILY OPERATIONS OF ORGANIZATION 1/2021 - TIG WEALTH MANAGEMENT INC, PRESIDENT, ESTATE PLANNING, OVERSEE OPERATIONS OF ORGANIZATION 8/2021 -ENCORETATE PLANS, ESTATE PLANNING, LIASON BETWEEN HELIOS AND CLIENTS TO HELP CREATE REVOCABLE LIVING TRUSTS, NO COMPENSATION IS RECEIVED 7/2021 - HBW INSURANCE AND FINANCIAL SERVICES, DBA HBW PARTNERS, INSURANCE AGENCY, PROVIDE CLIENTS WITH VARIOUS FORMS OF LIFE ISNRUANCE. 4/2025 - THE BRAYLEY GROUP, MANAGEMENT AND GENERAL BUSINESS CONSULTANTING, PRESIDENT/OWNER 4/2023 - NOTARY, NOTARIZE DOCUMENTS, SOLE PROPRIETOR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-10 |
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