Matthew Peter Francis

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:

Current Employers

Hbw Advisory Services Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-08-07
CA	RA	APPROVED	2025-04-07

TX RA
APPROVED

Since 2025-08-07
CA RA
APPROVED

Since 2025-04-07

Branch Locations

3017 Douglas Blvd. Ste 100, Roseville, CA 95661 • 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
Bayside Church	Roseville	CA	01/2021	Present
Matty Fran Media	Rocklin	CA	06/2008	Present
Western Powersports	Boise	ID	07/2018	01/2019
Sound United	Carlsbad	CA	10/2017	06/2018

01/2021 → Present

Bayside Church

Roseville, CA
06/2008 → Present

Matty Fran Media

Rocklin, CA
07/2018 → 01/2019

Western Powersports

Boise, ID
10/2017 → 06/2018

Sound United

Carlsbad, CA

Other Businesses

01/2021 - BAYSIDE CHURCH, VIDEO DIRECTOR, DIRECT AND PRODUCE LIVE STREAM VIDEO OF SERVICES AND EVENTS 12/2025 - ENCORE ESTATE PLANS, REFER CLIENTS TO HAVE LIVING TRUSTS CREATED 3/2026 - STILLRIDGE FINANCIAL, OWNER/INVESTMENT ADVISOR, PROVIDE INVESTMENT ADVISE AND SERVICES

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-03-13

S65 Uniform Investment Adviser Law Examination

2025-03-13

Other Names

Matt Francis

View on SEC IAPD