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8131 W. Grandridge Blvd Suite 1, Kennewick, WA 99336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-18 |
| WA | RA | APPROVED | 2022-08-29 |
Branch Locations
8131 W. Grandridge Blvd Suite 1, Kennewick, WA 99336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hfg Advisors, Inc | Gilroy | CA | 08/2022 | Present |
| Hfg Trust | Gilroy | CA | 11/2021 | Present |
| Rosewood Family Advisors Llp | Palo Alto | CA | 05/2019 | 10/2021 |
| Pacific Scientific Energetic Materials Company | Hollister | CA | 08/2018 | 12/2019 |
| Moss Adams Llp | Campbell | CA | 01/2017 | 08/2018 |
| Washington State Univeristy | Moses Lake | WA | 08/2011 | 01/2017 |
| Columbia Basin Outfitters Llc | Quincy | WA | 01/2014 | 12/2016 |
NAME OF OTHER BUSINESS: HFG Trust LLC, INVESTMENT RELATED: Yes, ADDRESS: 8131 W Grandridge Blvs, Kennewick WA 99336, NATURE OF BUSINESS: Trust company POSITION/TITLE/RELATIONSHIP: Employee/Financial Planner, START DATE: 11/2021, APPROX NUMBER OF HOURS PER MONTH: 160, BRIEF DESCRIPTION OF DUTIES: Financial Planning. APPROX NUMBER OF HOURS DEVOTED TO DURING TRADING HOURS: 6
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