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2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-12-18 |
| ID | RA | APPROVED | 2023-11-02 |
Branch Locations
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 Insurance & Financial Services Inc. | Simi Valley | CA | 08/1991 | Present |
| Hbw Securities Llc | Simi Valley | CA | 08/2005 | 06/2017 |
| Hbw Advisory Services Llc | Simi Valley | CA | 04/2007 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2017 | 08/2023 |
| Barney Hellenbrand | Simi Valley | CA | 01/2008 | Present |
| Aviara | Simi Valley | CA | 01/2018 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 08/2023 |
1. NAME OF OTHER BUSINESS: HBW PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICIES START DATE: 04/2007 POSITION/TITLE/RELATIONSHIP: CEO APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: CEO - DAY TO DAY OPERATIONS 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/2017 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 4.NAME OF OTHER BUSINESS: AVIARA INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE START DATE: 1/2018 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: REFFERALS BRIEF DESCRIPTION OF DUTIES: REFFERALS TO REAL ESTATE AGENT AND RECEIVE COMMISION IF RESULTS IN PURCHASE OF HOUSE 5.NAME OF OTHER BUSINESS: BARNEY HELLENBRAND INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: WRITING START DATE: 1/2008 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: AUTHOR BRIEF DESCRIPTION OF DUTIES: BOOKS ABOUT INVESTING IN YOUR OWN BUSINESS AND OUTSIDE YOUR BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-01 |
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