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2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-04 |
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