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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 | 2023-12-04 |
| MI | RA | APPROVED | 2010-03-18 |
Branch Locations
201 W Washington Ave Ste 202, Zeeland, MI 49464 • United States
2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbw Securities Llc | Simi Valley | CA | 01/2006 | 06/2017 |
| Veltkamp & Associates Llc | Grand Rapids | MI | 02/2006 | 12/2017 |
| Hbw Advisory Services Llc | Simi Valley | CA | 05/2008 | Present |
| Clark Financial Group | Grand Rapids | MI | 07/2005 | 05/2017 |
| Cetera Advisor Networks, Llc | El Segundo | CA | 06/2017 | 10/2023 |
| K/C Amp Llc | Hudsonville | MI | 01/2018 | 01/2021 |
| Ideal Life Fianncial | Hudsonville | MI | 01/2021 | Present |
(1) NAME OF OTHER BUSINESS: HBW PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE AND FINANCIAL SERVICES START DATE: 6/2005 POSITION/TITLE/RELATIONSHIP: FINANCIAL COACH APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL COACH (2) NAME OF OTHER BUSINESS: IDEAL LIFE FINANCIAL ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: INSURANCE, TAXES AND FINANCIAL SERVICES ; START DATE: 01/2021 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL COACH ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL COACH ; (3) NAME OF OTHER BUSINESS: COMMUNITY WORKS INVESTMENT RELATED: NO; ADDRESS: 427 MAPLE AVE. HOLLAND, MI 49423; NATURE OF BUSINESS: COMMUNITY DEVELOPMENT; START DATE: 11/2017; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS:2; BRIEF DESCRIPTION OF DUTIES: OVERSEE CREATION OF BUDGET, MONITOR AND REPORT ON FINANCIAL STATUS, ENSURE FINANCIAL POLICIES AND PRACTICES ARE FOLLOWED;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-19 |
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