Best Investors
Account
Sign in
2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2020-04-16 |
| ID | RA | APPROVED | 2019-10-07 |
Branch Locations
2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
5520 North Eagle Road Suite 101, Boise, ID 83713 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbw Securities Llc | Simi Valley | CA | 01/2006 | 06/2017 |
| Hbw Insurance & Financial Services, Inc. | Simi Valley | CA | 05/2004 | Present |
| Hbw Crawford & Associates | Unknown | CA | 01/2006 | Present |
| Crawford & Associates Financial Services | Chico | CA | 04/2004 | Present |
| Hbw Advisory Services Llc | Simi Valley | CA | 09/2012 | Present |
| Hbw Crawford & Associates, Inc. | Chico | CA | 01/2013 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2017 | 11/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 11/2023 |
1.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, AND ANNUITIES 2.NAME OF OTHER BUSINESS: HBW PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE AND FINANCIAL SERVICES START DATE: 05/2004 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: DBA NAME FOR SECURITIES BUSINESS 3.NAME OF OTHER BUSINESS: HBW CRAWFORD & ASSOCIATES, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE, FINANCIAL SERVICES, REFER TRUST AND WILL SERVICES THROUGH ENCORE ESTATE PLANS START DATE: 01/2006 POSITION/TITLE/RELATIONSHIP: PRESIDENT & CEO APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL GUIDANCE TO CLIENTS 4. NAME OF OTHER BUSINESS: MARKETPRO REAL ESTATE SERVICES, LLC; INVESTMENT RELATED: NO; ADDRESS: 1099 SOUTH WELLS MERIDIAN, ID 83642; NATURE OF BUSINESS: REAL ESTATE REFERRAL TRANSACTIONS; START DATE: 11/2021; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE LICENSED TO HELP CLIENTS BUY OR SELL PROPERTIES, DONE ON A REFERRAL BASIS; 6/2026 - EAGLE WEALTH SOLUTIONS, INVESTMENT ADVISOR REPRESENTATIVE/CO-OWNER, FINANCIAL PLANNING AND INVESTMENT SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-28 |
Reach out to this advisor