Adam John Simon

Current Employers

Employment History

• 03/2005 → Present
  Clinton Twp Fire Dept
  Clinton Twp, MI
• 01/2010 → 06/2017
  Hbw Advisory Services Llc
  Simi Valley, CA
• 03/2015 → 06/2017
  Hbw Securities Llc
  Simi Valley, CA
• 10/2011 → Present
  Woodside Bible Church
  Troy, MI
• 06/2017 → Present
  Ausdal Financial Partners, Inc
  Davenport, IA
• 06/2017 → Present
  Cpr Investments Inc.
  Rochester, MI
• 06/2017 → Present
  Cpr Financial Group Llc
  Rochester, MI
• 06/2017 → 06/2023
  Adam Simon, Sole Proprietor
  Shelby Township, MI
• 06/2023 → Present
  Simple Senior Health Plans Liability Co.
  Macomb, MI

Previous Registrations

• 2010-03-03 → 2017-06-14
  Hbw Advisory Services Llc
  Simi Valley, CA
  Macomb, MI

Other Businesses

(1)CHARTER TOWNSHIP OF CLINTON DEPARTMENT OF FIRE/RESCUE/EMS; NON-INVESTMENT RELATED; 42601 ROMEO PLANK ROAD, CLINTON TOWNSHIP, MI; FIRE DEPARTMENT; FIREFIGHTER/PARAMEDIC; ACTIVITY BEGAN 03/2005; I DEVOTE APPX 160 HOURS PER MONTH TO THIS ACTIVITY WITH 120 HOURS DURING TRADING HOURS; FIREFIGHTING AND PARAMEDIC DUTIES; COMPENSATION IS SALARY. (2)CPR INVESTMENTS, INC; INVESTMENT RELATED; 1600 PARKDALE RD STE 201 ROCHESTER, MI; RIA; INVESTMENT ADVISOR REPRESENTATIVE; ACTIVITY BEGAN 06/2017; I DEVOTE APPX 160 HOURS PER MONTH TO THIS ACTIVITY WITH 120 HOURS DURING TRADING HOURS; CLIENT ACQUISITION, FINANCIAL ADVICE; COMPENSATION IS FEE BASED. (3)CPR FINANCIAL GROUP, LLC; INSURANCE; 1600 PARKDALE RD STE 201 ROCHESTER, MI; AGENT; ACTIVITY BEGAN 06/2017; I DEVOTE APPX 40 HOURS TO THIS BUSINESS; SALE OF INSURANCE PRODUCTS; COMPENSATION IS COMMISSION. SIMPLE SENIOR HEALTH PLANS LIABILITY CO.; INVESTMENT RELATED; MACOMB, MI; AGENT; ACTIVITY BEGAN 06/2023; I DEVOTE APPX 20 HOURS TO THIS BUSINESS DURING TRADING HOURS. PROPERTY AND CASUALTY INSURANCE SALES; MEDICARE INSURANCE SALES; COMPENSATION IS COMMISSION. WOODSIDE BIBLE CHURCH; NOT INVESTMENT RELATED; TROY, MI; CHURCH; PREACHER; ACTIVITY BEGAN 10/2011; I DEVOTE LESS THAN ONE HOUR PER MONTH TO THIS ACTIVITY AND ONLY AS REQUESTED WITH NONE OF THE HOURS DURING TRADING HOURS; PREACH TO CONGREGATION.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-04-28
• S65 Uniform Investment Adviser Law Examination
  2009-06-12