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2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbw Insurance & Financial Services, Inc. | Simi Valley | CA | 11/2004 | 01/2021 |
| Hbw Securities Llc | Simi Valley | CA | 06/2009 | 06/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2017 | 08/2023 |
| Hbw Advisory Services Llc | Simi Valley | CA | 01/2021 | 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 (2) NAME OF OTHER BUSINESS: DOTERRA; INVESTMENT RELATED: NO; ADDRESS: 708 WIND WILLOW WAY, SIMI VALLEY, CA 93065; NATURE OF BUSINESS: DOTERRA ESSENTIAL OIL SALES; START DATE: 09/2017; POSITION/TITLE/RELATIONSHIP: DOTERRA WELLNESS ADVOCATE; APX NUMBER OF HOURS PER WEEK: 2-5; APX NUMBER OF HOURS DURING TRADING HOURS: 2-5; BRIEF DESCRIPTION OF DUTIES: ASSIST FRIENDS AND FAMILY PURCHASE ESSENTIAL OILS AND TEACH THEM HOW TO USE THEM IF NEEDED;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-21 |
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