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Linda Moody Muse

Hbw Advisory Services LLC

Lancaster, VA

Simi Valley, CA

CRD 2623762

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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

AuthorityCategoryStatusDate
LA RA APPROVED 2023-06-12
VA RA APPROVED 2023-06-08
  • LA RA
    APPROVED
    Since 2023-06-12
  • VA RA
    APPROVED
    Since 2023-06-08

Branch Locations

Lancaster, VA • 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
Primerica Financial Services Richmond VA 09/1994 06/2023
Pfs Investments Inc. Richmond VA 04/1995 06/2023
Hbw Advisory Services Llc Simi Valley CA 06/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-06
S63 Uniform Securities Agent State Law Examination 1995-08-25
  • S65 Uniform Investment Adviser Law Examination
    2011-07-06
  • S63 Uniform Securities Agent State Law Examination
    1995-08-25

View on SEC IAPD

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