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Current Employers
Hbw Advisory Services Llc

2655 1St Street Suite 250, Simi Valley, CA 93065 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-23
CA RA APPROVED 2025-11-20
  • TX RA
    APPROVED
    Since 2026-04-23
  • CA RA
    APPROVED
    Since 2025-11-20

Branch Locations

2655 1St Street Suite 250, Simi Valley, CA 93065 • United States

3017 Douglas Blvd Ste 100, Roseville, CA 95661 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Sacramento CA 01/2023 09/2025
United Wholesale Lending Sacramento CA 05/2021 01/2023
Wells Fargo New York NY 06/2020 05/2021
Jpmorgan Chase Newark DE 06/2016 06/2020
Hbw Advisory Services Roseville CA 11/2025 Present
  • 01/2023 → 09/2025
    Unemployed
    Sacramento, CA
  • 05/2021 → 01/2023
    United Wholesale Lending
    Sacramento, CA
  • 06/2020 → 05/2021
    Wells Fargo
    New York, NY
  • 06/2016 → 06/2020
    Jpmorgan Chase
    Newark, DE
  • 11/2025 → Present
    Hbw Advisory Services
    Roseville, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-04
  • S65 Uniform Investment Adviser Law Examination
    2025-11-04
Other Names
  • Michael Jerome-Thomas Difiore

View on SEC IAPD

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