Chad Michael Francis

Current Employers

Hbw Advisory Services Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-12-06
CA	RA	APPROVED	2018-01-02

TX RA
APPROVED_RES

Since 2022-12-06
CA RA
APPROVED

Since 2018-01-02

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

Organization	City	State	From	To
Gordon Biersch	Roseville	CA	07/2011	07/2018
Hbw Advisory Services Llc	Simi Valley	CA	01/2018	Present

07/2011 → 07/2018

Gordon Biersch

Roseville, CA
01/2018 → Present

Hbw Advisory Services Llc

Simi Valley, CA

Other Businesses

8/2021 - ENCORESTATE PLANS, ESTATE PLANNING, LIASON BETWEEN ENCORESTATE PLANS AND CLIENTS TO HELP CREATE REVOCABLE LIVING TRUSTS, NO COMPENSATION IS RECEIVED. 2/2022 - THRIVE STEWARDSHIP FINANCIALADVISORS, INC., NOTARY PUBLIC, TRUSTS, INVESTMENT ADVISORY SERVICES, PRESIDENT.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-11-28

S65 Uniform Investment Adviser Law Examination

2017-11-28

View on SEC IAPD

Current Employers

Hbw Advisory Services Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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