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Current Employers
Hbw Advisory Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-18
CA RA APPROVED 2025-03-05
  • TX RA
    APPROVED
    Since 2025-04-18
  • CA RA
    APPROVED
    Since 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

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
OrganizationCityStateFromTo
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
  • 03/2025 → Present
    Simi Valley, CA
  • 11/2022 → Present
    Chargeback 360
    Villa Park, CA
  • 01/2018 → 10/2022
    Shock Media Group
    Irvine, CA
  • 04/2008 → 12/2017
    Ez 2 Technologies Inc
    Houston, TX
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-11
  • S65 Uniform Investment Adviser Law Examination
    2025-02-11
Other Names
  • Vj

View on SEC IAPD

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