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Richard Charles Morrow

Hbks Wealth Advisors

Canfield, OH

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Current Employers
Hbks Wealth Advisors

2725 Colonial Ave, Erie, PA 16506 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2002-08-05
VA RA APPROVED 2001-08-14
FL RA APPROVED 2001-06-06
PA RA APPROVED 2001-04-26
OH RA APPROVED 2001-01-17
  • TX RA
    APPROVED
    Since 2002-08-05
  • VA RA
    APPROVED
    Since 2001-08-14
  • FL RA
    APPROVED
    Since 2001-06-06
  • PA RA
    APPROVED
    Since 2001-04-26
  • OH RA
    APPROVED
    Since 2001-01-17

Branch Locations

6603 Summit Drive, Canfield, OH 44406 • 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
Hill, Barth, King, Llc Canfield OH 12/1994 Present
Hbk Sorce Advisory Llc Canfield OH 10/2000 Present
Hbk Sorce Insurance Llc Canfield OH 07/2003 Present
Purshe Kaplan Sterling Investments Albany NY 01/2009 12/2020
  • 12/1994 → Present
    Hill, Barth, King, Llc
    Canfield, OH
  • 10/2000 → Present
    Hbk Sorce Advisory Llc
    Canfield, OH
  • 07/2003 → Present
    Hbk Sorce Insurance Llc
    Canfield, OH
  • 01/2009 → 12/2020
    Purshe Kaplan Sterling Investments
    Albany, NY
Other Businesses

(1) HBK SORCE INSURANCE LLC; INVESTMENT RELATED; 7620 MARKET STREET, SUITE 202, BOARDMAN, OH 44512; INSURANCE AGENCY; AGENT; 1/5/09; 80HRS/MO; 1HR DURING TRADING; INSURANCE AGENT. (2) HILL BARTH & KING LLC; NO; 7620 MARKET STREET, SUITE 202, BOARDMAN OH 44512; PUBLIC ACCOUNTING; CPA; 1/5/09; 80HRS/MO; 1HR DURING TRADING; TAX ACCOUNTING. (3) HBK Financial Holdings, LLC. Not Investment Related. 6603 Summit Drive, Canfield, OH 44406. Holding Company. Owner/Member. 01/2015. 0 Hrs/Mo; 0 During Trading Hours. Passive Only. No Active Management Responsibilities. (4) HBK SORCE HOLDINGS LLC; YES; 6603 SUMMIT DRIVE,CANFIELD, OH 44406; DIRECT OWNER; 1/5/09; 0HRS; OHRS; N/A. (5) RESCUE MISSION OF MAHONING. NOT INVESTMENT RELATED. 962 MARTIN LUTHER KING BLVD, YOUNGSTOWN, OH 44510. HOMELESS SHELTER. TREASURER. 10/2016. 0 HRS/MO; 0 DURING TRADING HOURS. BOARD MEMBER. (6) PREGNANCY HELP CENTER. NOT INVESTMENT RELATED. 4845 MARKET STREET, SUITE 13, YOUNGSTOWN, OH 44512. HELP CENTER. TREASURER. 10/2016. 0 HRS/MO; 0 DURING TRADING HOURS. BOARD MEMBER. (7) HBK Erie Realty (8) HBK Fort Myers Realty (9) HBK Hermitage Realty (10) HBK Meadville Realty (11) HBK Naples Realty. NOT INVESTMENT RELATED. 6603 SUMMIT DR, CANFIELD OH 44406. PASSIVE OWNER. 01/2009. 0HRS MONTH/0TRADING HRS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-07-23
  • S66 Uniform Combined State Law Examination
    2001-07-23
Designations
Other Names
  • Rich C Morrow

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