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Taylor Randall Davis

Hbw Advisory Services LLC

Simi Valley, CA

Boise, ID

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Current Employers
Hbw Advisory Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-04-04
  • ID RA
    APPROVED
    Since 2025-04-04

Branch Locations

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

5520 N Eagle Road Ste 101, Boise, ID 83713 • 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
OrganizationCityStateFromTo
Homemaker Boise ID 06/2021 05/2022
Cui Thousand Oaks CA 08/2020 06/2021
Homemaker Thousand Oaks CA 01/2020 08/2020
Usc Los Angeles CA 08/2014 01/2020
Dch Ford Thousand Oaks CA 09/2017 09/2018
Hbw Advisory Services Llc Simi Valley CA 05/2022 Present
  • 06/2021 → 05/2022
    Homemaker
    Boise, ID
  • 08/2020 → 06/2021
    Cui
    Thousand Oaks, CA
  • 01/2020 → 08/2020
    Homemaker
    Thousand Oaks, CA
  • 08/2014 → 01/2020
    Usc
    Los Angeles, CA
  • 09/2017 → 09/2018
    Dch Ford
    Thousand Oaks, CA
  • 05/2022 → Present
    Simi Valley, CA
Other Businesses

7/2022 - TOTAL RESOURCE DEVELOPEMENT INC, OWNER/CEO, TRUST REFERALS TO ENCORESTATES, INSURANCE SERVICES, TAX SERVICES, INVESTMENT ADVISORY SERVICES AND ADMINSTRATIVE WORK FOR AN INVESTMENT ADVISOR REPRESENTATIVE 6/2026 - EAGLE WEALTH SOLUTIONS, INVESTMENT ADVISOR REPRESENTATIVE/CO-OWNER, FINANCIAL PLANNING AND INVESTMENT SERVICES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-04
  • S65 Uniform Investment Adviser Law Examination
    2022-05-04

View on SEC IAPD

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