Dale Raymond Curtis

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_RES	2018-07-12
CA	RA	APPROVED	2018-06-12

TX RA
APPROVED_RES

Since 2018-07-12
CA RA
APPROVED

Since 2018-06-12

Branch Locations

Temecula, CA • 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
Hbw Advisory Services Llc	Temecula	CA	02/2016	Present

02/2016 → Present

Hbw Advisory Services Llc

Temecula, CA

Previous Registrations

2016-02-16 → 2018-06-08

Hbw Advisory Services Llc

Temecula, CA

Simi Valley, CA
2011-05-30 → 2016-01-12

Madrona Financial & Cpas

Everett, WA

Orange, CA

Riverside, CA

Other Businesses

2/2017 WealthFort, INC. - DBA, Financial Planner and Wealth Manager. The Quantum Group, USA, LLC, 18700 N Hayden Rd. Suite 310, Scottsdale, AZ 85255. Start date: 5/19/2026, The Quantum Group, insurance producer, market and sell life insurance and annuities.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-05-27

S65 Uniform Investment Adviser Law Examination

2011-05-27

View on SEC IAPD