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2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
833 E. 16Th Street Suite 200, Holland, MI 49423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pathway Financial Design Llc | Ada | MI | 03/2018 | Present |
| American Friends Of Beautiful Gate | Zeeland | MI | 12/2010 | 03/2018 |
| Hbw Advisory Services Llc | Ada | MI | 08/2018 | Present |
March 2018, Pathway Financial Design, Financial Planner, Tax Preparer, Accounting and Payroll, property, Casualty and health Insurance, Life Insurance, Heritage Estate Services. August 2018, American Friends of Beautiful Gates Ministries International, Treasurer, Fundraising Support. DECEMBER 2018, 5% OWNER OF PATHWAY FINANCIAL DESIGN, LLC, S CORP, SERVICING OF EXISTING AN NEW CLIENTS
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