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Current Employers
Hbw Advisory Services Llc

2655 1St Street Suite 250, Simi Valley, CA 93065 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-02
  • NY RA
    APPROVED
    Since 2021-03-02

Branch Locations

7 Herbert Dr Ste B, Latham, NY 12110 • United States

2655 1St Street Suite 250, Simi Valley, CA 93065 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Hbw Securities Llc Simi Valley CA 08/2010 06/2017
Hbw Advisory Services, Llc Latham NY 03/2016 Present
Hbw Tax Partners Services, Llc Latham NY 04/2015 08/2025
Hbw Partners Latham NY 04/2010 Present
Cetera Wealth Services, Llc El Segundo CA 06/2017 08/2025
Morehouse Advisory & Tax Services Latham NY 02/2004 Present
Silver Oak Securities, Inc. Jackson TN 08/2025 Present
  • 08/2010 → 06/2017
    Hbw Securities Llc
    Simi Valley, CA
  • 03/2016 → Present
    Latham, NY
  • 04/2015 → 08/2025
    Hbw Tax Partners Services, Llc
    Latham, NY
  • 04/2010 → Present
    Hbw Partners
    Latham, NY
  • 06/2017 → 08/2025
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 02/2004 → Present
    Morehouse Advisory & Tax Services
    Latham, NY
  • 08/2025 → Present
    Silver Oak Securities, Inc.
    Jackson, TN
Other Businesses

1. "HBW Advisory Services, LLC",Is Investment Related,"7 Herbert Dr, Ste B, Latham, NY, 12110, United States", Independent RIA, Investment Advisor Representative,3/1/2016,160 hours per month,120 hours per month during trading hours, Fee Based Compensation, Investment Advisor Representative 2. HBW Partners, Is Investment Related,"7 Herbert Dr, Ste B, Latham, NY, 12110, United States", DBA for Independent Financial Professional, Financial Professional,4/1/2010,160 hours per month,120 hours per month during trading hours, Commission Compensation, Financial Professional 3. Morehouse Advisory & Tax Services, Is Investment Related,"7 Herbert Dr, Ste B, Latham, NY, 12110, United States", DBA for Independent Financial Professional,Owner,2/1/2004,160 hours per month,120 hours per month during trading hours, Commission Compensation, "Independent financial professional offering securities, fixed insurance and tax services" 4. 9 Ball Place LLC, Is not Investment Related,"9 Ball Place, Watervliet, NY, 121189, United States", Rental Property,Owner,7/30/2025,1 hours per month,0 hours per month during trading hours, Rent Payments Compensation, "Residential Rental Property Landlord"

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-04
S63 Uniform Securities Agent State Law Examination 2010-09-24
  • S65 Uniform Investment Adviser Law Examination
    2011-09-04
  • S63 Uniform Securities Agent State Law Examination
    2010-09-24
Other Names
  • Paul Raymond Morehouse
  • Paul Raymond Morehouse

View on SEC IAPD

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