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2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-18 |
| CA | RA | APPROVED | 2025-03-05 |
Branch Locations
333 City Blvd West Suite 1700, Orange, CA 92868 • United States
2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbw Advisory Services Llc | Simi Valley | CA | 03/2025 | Present |
| Chargeback 360 | Villa Park | CA | 11/2022 | Present |
| Shock Media Group | Irvine | CA | 01/2018 | 10/2022 |
| Ez 2 Technologies Inc | Houston | TX | 04/2008 | 12/2017 |
1/2023 - CHARGEBACK 360, PRESIDENT, WORK WITH MERCHANTS AND GROW SALES. OVERSEE BACKEND TECHNOLOGY BUILDING. 4/2025 - AHA WEALTH MANAGEMENT LLC, PARTNER, ADVISORY SERVICES 4/2026 - CALIFORNIA STATE UNIVERSITY FULLERTON, CHAIRMAN, OVERLOOK AND MANAGE UNIVERSITY ENDOWMENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-11 |
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