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2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-31 |
Branch Locations
3333 Deposit Dr Ne Ste 250, Grand Rapids, MI 49546 • 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 |
|---|---|---|---|---|
| Broersma & Associates | Ada | MI | 01/2016 | 04/2023 |
| Thomet Stables | Ada | MI | 01/2017 | 08/2017 |
| Pathway Financial Design | Grand Rapids | MI | 03/2020 | Present |
| Hbw Advisory Services Llc | Simi Valley | CA | 08/2026 | Present |
Pathway Financial Design LLC, 3333 Deposit Dr NE Suite 250, Grand Rapids, MI, 49546, Start date 3/16/2020, Financial services, 5% ownership, salary & business revenue. P&C Insurance vs Korhorn Financial Group, 2028 S 11th St, Niles, MI 49120, started 9/1/2024, insurance referrals, no compensation. Health insurance via various carriers, Not Investment Related, 3333 Deposit Dr NE Suite 250, Grand Rapids, MI 49546, started 3/16/2020, admin, inform and consult health insurance, 1 hour per month. HBW Partners Tax Services LLC, Not Investment Related,3333 Deposit Dr NE Suite 250, Grand Rapids, MI 49546, Enrolled Agent, Tax preparation and Planning/Consulting, 20 hours per month, started 3/16/2020. EncorEstate, 113 Cherry St, Seattle, WA 98104, estate planning, started 1/3/2025, agent, consult estate plans and data entry, 2 hours per month. ADP Payroll Services, 1 ADP Blvd, Roseland, NJ 07068, not investment related, started 3/16/2020, payroll, referrer, 1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-14 |
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