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2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-31 |
| VA | RA | APPROVED | 2019-08-28 |
Branch Locations
2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
2706 Enterprise Pkwy Ste A, Richmond, VA 23294 • 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 |
|---|---|---|---|---|
| Pathwise Financial Inc. | Schaumburg | IL | 02/2017 | 07/2017 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2016 | 08/2025 |
| Hbw Advisory Services Llc | Simi Valley | CA | 10/2017 | Present |
| Stepwise Financial, Inc | Schaumburg | IL | 07/2017 | Present |
| Uber | San Francisco | CA | 02/2023 | 03/2023 |
| Silver Oak Securities, Inc. | Jackson | TN | 08/2025 | Present |
1. Stepwise Financial, Is Investment Related,"2706 Enterprise Parkway, Ste A, Richmond, VA, 23294, United States", DBA for Independent Financial Professional, Financial Professional,6/26/2017,160 hours per month,140 hours per month during trading hours, Commission Compensation, DBA for Independent Financial Professional and fixed insurance sales 2. HBW Advisory Services LLC,Is Investment Related,"2706 Enterprise Parkway, Ste A, Richmond, VA, 23294, United States", Independent RIA,IAR,10/11/2017,160 hours per month,120 hours per month during trading hours, Fee Based Compensation, IAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-26 |
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