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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-03-06 |
| NY | RA | APPROVED | 2023-11-02 |
| FL | RA | APPROVED | 2023-04-10 |
| NH | RA | APPROVED | 2023-03-16 |
| NC | RA | APPROVED | 2023-03-16 |
| OH | RA | APPROVED | 2023-03-16 |
| TX | RA | APPROVED_RES | 2005-10-13 |
| PA | RA | APPROVED | 2001-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbk Sorce Advisory Llc | Erie | PA | 05/2001 | Present |
| Hbk Sorce Insurance Llc | Erie | PA | 05/2001 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2009 | Present |
1)HBK SORCE ADVISORY, LLC DBA HBKS WEALTH ADVISORS; YES; AT REGISTERED LOCATION; INVESTMENT ADVISORY BUSINESS; INVESTMENT ADVISOR REPRESENTATIVE; 01/2009; 160HRS/MO; 160HRS DURING TRADING; CONTINOUS AND ONGOING MANAGEMENT SERVICES TO CLIENTS. 2)HBK SORCE INSURANCE LLC; YES; AT REGISTERED LOCATION; INSURANCE AGENCY; AGENT; 01/2009; 10HRS/MO; 1HR DURING TRADING; INSURANCE AGENT. 3) PURSHE KAPLAN STERLING INVESTMENTS, AT REGISTERED LOCATION; 2009 TO PRESENT, REGISTERED REPRESENTATIVE 4) United Way of Erie County-Not investment related-420 W. 6th Street #200-Erie, PA 16507-Non-profit; charitable organization-Member of Planned Giving Committee-2/2022-1 hr/mth-1 hr during trading hrs-Member of Planned Giving Committee 5) Timberwood Estates Homeowners Association. Not investment-related. 3793 Timbercrest Ct, Erie PA 16506. RIA. Treasurer. Start date: 12/2025/. 1-2 hrs/month; none during trading hours. collect dues to deposit in association checking account at citizens bank to which the president of the assoc. has been added as a second signor for all checks and withdrawals. pay bills for the neighborhood/association
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-08 |
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