Best Investors
Account
Sign in
Best Investors
Account
Sign in
2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-11-14 |
Branch Locations
2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
3333 Deposit Dr. Ne Ste 250, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pathway Financial Design | Ada | MI | 10/2016 | Present |
| Amadeus Remodeling | Sand Lake | MI | 09/2014 | 10/2016 |
| Hbw Advisory Services Llc | Simi Valley | CA | 11/2022 | Present |
8/2024 -Encorestate Plans, assist in creation of trusts for client, Trusts 1/2024 -Pathway Financial Design, agent/owner, financial services 1/2024 - Payentry, referrer, payroll 9/2024 - P&C Insurance Korhorn Financial Group, Insurance, Referrer 1/2024 - Health Insurance various carriers, Agent 1/2024 - HBW Partners Tax Services, owner/agent, tax prep and planning 1/2024 - HBW Insurance and Financial Services, Agent, Life Insurance 9/2024 - Hansen Brokerage, agent, Life Insurance 1/2024 - ADP Payroll Service, referrer, payroll
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-15 |
Reach out to this advisor