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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-07-02 |
| NC | RA | APPROVED | 2018-02-21 |
| NJ | RA | APPROVED | 2017-11-14 |
| CO | RA | APPROVED | 2013-10-24 |
| FL | RA | APPROVED | 2003-11-12 |
Branch Locations
1000 Se Monterey Commons Blvd. #101, Stuart, FL 34996 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hill, Barth & King Llc | Stuart | FL | 01/2004 | 02/2025 |
| Hbk Sorce Advisory Llc | Stuart | FL | 10/2003 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2009 | 12/2020 |
(1) HBK ERIE REALTY CO., LLC; NOT INVESTMENT RELATED; REALTY/RENTAL PROPERTY; OWNER; 01/2004; 0 HRS/MO; 0 HRS/MO DURING TRADING; 6603 SUMMIT DRIVE CANFIELD, OH 44406; OWNER (2) HBK FORT MYERS REALTY LLC; NOT INVESTMENT RELATED; REALTY/RENTAL PROPERTY; OWNER; 01/2004; 0 HRS/MO; 0 HRS/MO DURING TRADING; 6603 SUMMIT DRIVE CANFIELD, OH 44406; OWNER (3) HBK HERMITAGE REALTY LLC; NOT INVESTMENT RELATED; REALTY/RENTAL PROPERTY; OWNER; 01/2004; 0 HRS/MO; 0 HRS/MO DURING TRADING; 6603 SUMMIT DRIVE CANFIELD, OH 44406; OWNER (4) HBK MEADVILLE REALTY CO., LLC; NOT INVESTMENT RELATED; REALTY/RENTAL PROPERTY; OWNER; 01/2004; 0 HRS/MO; 0 HRS/MO DURING TRADING; 6603 SUMMIT DRIVE CANFIELD, OH 44406; OWNER (5) HBK NAPLES REALTY LLC; NOT INVESTMENT RELATED; REALTY/RENTAL PROPERTY; OWNER; 01/2004; 10 HRS/MO; 0 HRS/MO; 0 HRS/MO DURING TRADING; 6603 SUMMIT DRIVE CANFIELD, OH 44406; OWNER (6) HBK FINANCIAL HOLDINGS, LLC; INVESTMENT RELATED; 6603 SUMMIT DRIVE CANFIELD, OH 44406; HOLDING COMPANY; OWNER/MEMBER; 01/2015; 0 HRS/MO 0 HRS/MO DURING TRADING; PASSIVE ONLY. NO ACTIVE MANAGEMENT RESPONSIBILITIES (7) HBK SORCE HOLDINGS, LLC; INVESTMENT RELATED; 7620 MARKET ST. STE. 202, BOARDMAN, OH 44512; DIRECT OWNER; 04/2001; 0 HRS/MO 0 HRS/MO DURING TRADING; PASSIVE ONLY. NO ACTIVE MANAGEMENT RESPONSIBILITIES (8) HOUSE OF HOPE; NOT INVESTMENT RELATED; 2484 SE BONITA ST., STUART, FL 34997; CHARITABLE ORGANIZATION; BOARD OF DIRECTORS; 01/2013; 5 HRS/MO 0 HRS/MO DURING TRADING; MEMBER/BOARD OF DIRECTORS (9) STUART NATIVE LLC; NOT INVESTMENT RELATED; 570 SW MANOR DRIVE STUART, FL 34994; CO-OWNER; 03/2016; 0 HRS/MO 0 HRS/MO DURING TRADING; CO-OWNER; FORMED TO OWN BOAT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-11-23 |
| S65 | Uniform Investment Adviser Law Examination | 1999-08-27 |
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