Best Investors
Account
Sign in
Best Investors
Account
Sign in
2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-02 |
| TX | RA | APPROVED_RES | 2022-09-28 |
| LA | RA | APPROVED | 2017-04-26 |
| FL | RA | APPROVED | 2016-01-04 |
| OH | RA | APPROVED | 2015-12-08 |
| PA | RA | APPROVED | 2005-11-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbk Sorce Financial Llc | Erie | PA | 09/2005 | Present |
| Hbk Sorce Advisory Llc | Erie | PA | 09/2005 | Present |
| Hbk Sorce Insurance Llc | Erie | PA | 09/2005 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2009 | 12/2020 |
3) HBK SORCE INSURANCE; INVESTMENT RELATED; 6603 SUMMIT DR, CANFIELD, OH 44406; INSURANCE AGENCY; AGENT; 09/2005; 5 HRS/MO; 5 HRS/MO DURING TRADING; INSURANCE AGENT 4) HBK SORCE FINANCIAL HOLDINGS LLC; NOT INVESTMENT RELATED; 6603 SUMMIT DRIVE CANFIELD OH 44406; HOLDING COMPANY; OWNER/MEMBER; 09/2016; 0 HRS/MO; 0 HRS/MO DURING TRADING; PASSIVE OWNERSHIP, NO ACTIVE MANAGEMENT RESPONSIBILITIES 5) HBK Naples Realty, LLC. Investment Related. 6603 Summit Drive, Canfield, OH 44406. Rental Property. Principal/Owner. 03/2017. 0 Hrs/Mo. Passive. 6) HBK Financial Holdings. Not Investment Related. 6603 Summit Drive, Canfield OH 44406. Holding Company. Owner/Member. Start 9/2017. 0 hours per month. Passive Owner. 7) Erie Catholic School System (ECSS)-Not investment related-1531 East Grandview Blvd, Suite 100, Erie, PA 16510-Board of Directors for the Erie Catholic School System-Board member-7/22/2019-3 hrs/mth-0 during trading hrs-To be a board member on the Board of Directors for the Erie Catholic School System (ECSS). 8) HBK Fort Myers Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 9) HBK Erie Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 10) HBK Hermitage Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 11) HBK Meadville Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-09-02 |
Reach out to this advisor