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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling | Albany | NY | 01/2009 | Present |
| Hbk Sorce Financial | Erie | PA | 11/2006 | Present |
| Hbk Sorce Insurance Llc | Canfield | OH | 07/2010 | Present |
1) HBK SORCE ADVISORY, LLC DBA HBKS WEALTH ADVISORS; INVESTMENT RELATED; AT REGISTERED LOCATION; INVESTMENT ADVISORY BUSINESS; INVESTMENT ADVISOR REPRESENTATIVE; 11/2006; 80 HRS/MO; 80 HRS/MO DURING TRADING; WEALTH MANAGEMENT (2) PURSHE KAPLAN STERLING INVESTMENTS; INVESTMENT RELATED; AT REGISTERED LOCATION; REGISTERED REPRESENTATIVE; 01/2009; 78 HRS/MO; 78 HRS/MO DURING TRADING; REGISTERED REPRESENTATIVE (3) HBK SORCE INSURANCE; INVESTMENT RELATED; AT REGISTERED LOCATION; INSURANCE AGENCY; AGENT; 07/2010; 2 HRS/MO; 2 HRS/MO DURING TRADING; INSURANCE AGENT (4) GRANDVIEW ALLIANCE CHURCH; NOT INVESTMENT RELATED; 1102 E. GORE RD ERIE, PA 16504; CHURCH; DIRECTOR OF CHRISTIAN EDUCATION;BOARD MEMBER;12/2017; 6 HOURS/MONTH; 0 HOURS DURING SECURITIES HOURS; REVIEW AND RECOMMEND CURRICULUM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-14 |
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