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2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-10 |
| MI | RA | APPROVED | 2010-10-05 |
Branch Locations
201 W Washington Ave Ste 202, Zeeland, MI 49464 • 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 | 08/2010 | Present |
| Hbw Securities Llc | Simi Valley | CA | 11/2013 | 06/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2017 | 10/2024 |
| K/C Amp Llc | Hudsonville | MI | 01/2018 | 11/2023 |
| On Blueberry Hill Farm, Llc | West Olive | MI | 07/2022 | Present |
| Ideal Life Financial, Llc, | Hudsonville | MI | 11/2023 | Present |
(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/2017 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE (2) NAME OF OTHER BUSINESS: IDEAL LIFE FINANCIAL ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 01/2021 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PLANNER ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNER ; (3) NAME OF OTHER BUSINESS: IDEAL LIFE FINANCIAL, LLC, INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE: 11/2023, POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ENTITY FOR BUSINESS EXPENSES; (4) NAME OF OTHER BUSINESS: ON BLUEBERRY HILL FARM, LLC, INVESTMENT RELATED: NO, ADDRESS: 5985 152ND AVE, WEST OLIVE, MI, 49460, NATURE OF BUSINESS: FARM, START DATE: 07/2022, POSITION/TITLE/RELATIONSHIP: OWNER, LESS THAN ONE HOUR [PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: MAINTAIN FIELD, SELL BLUEBERRIES; (5) NAME OF OTHER BUSINESS: IDEAL LIFE FINANCIAL LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX PREPARATION SERVICES ; START DATE: 07/2024 ; POSITION/TITLE/RELATIONSHIP: OWNER/MANAGING MEMBER ; APX NUMBER OF HOURS PER WEEK: 20 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: PROVIDE TAX SERVICES TO CLIENTS ;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-21 |
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