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Andrea Smith Young

Hbw Advisory Services LLC

Simi Valley, CA

Missouri City, TX

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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 2024-02-26
  • TX RA
    APPROVED
    Since 2024-02-26

Branch Locations

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

Missouri City, TX • 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
Hbw Advisory Services Simi Valley CA 02/2024 Present
Gentec Inc San Fransico CA 09/2003 06/2023
Retired Missouri City TX 06/2023 02/2024
  • 02/2024 → Present
    Hbw Advisory Services
    Simi Valley, CA
  • 09/2003 → 06/2023
    Gentec Inc
    San Fransico, CA
  • 06/2023 → 02/2024
    Retired
    Missouri City, TX
Other Businesses

5/2024 - THE ALLEN DAVE INSURANCE GROUP, INSURANCE AGENT, SELLING FINAL EXPENSE INSURANCE POLICIES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-20
  • S65 Uniform Investment Adviser Law Examination
    2024-02-20

View on SEC IAPD

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MICHAEL DIFIORE
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Chad Michael Francis
KEVIN JAMES IMHOFF

Other Offices

TORTUGA ADVISERS LLC · SIMI VALLEY, CA
BRIDGE THE GAP RETIREMENT PLANNERS · SIMI VALLEY, CA
THE INDEPENDENT FINANCIAL GROUP · SIMI VALLEY, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Simi Valley, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Simi Valley, CA
MISSION WEALTH MANAGEMENT, LP · Simi Valley, CA
THE INDEPENDENT FINANCIAL GROUP · Simi Valley, CA
EDWARD JONES · SIMI VALLEY, CA

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