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2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-24 |
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