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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-23 |
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