Ryan Henry Furtwangler

Current Employers

Employment History

• 04/2005 → Present
  Hbksorce Financial Llc
  Erie, PA
• 04/2005 → Present
  Hbk Sorce Advisory Llc
  Stuart, FL
• 04/2005 → Present
  Hbk Sorce Insurance Llc
  Stuart, FL
• 01/2009 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Other Businesses

1)HBK SORCE ADVISORY, LLC DBA HBKS WEALTH ADVISORS; INVESTMENT RELATED; 1000 SOUTH EAST MONTEREY COMMONS BLVD SUITE 101 STUART, FL 34996 and 360 S. Rosemary Ave, Suite 1010, West Palm Beach FL 33401; FINANCIAL MANAGEMENT; INVESTMENT ADVISOR REPRESENTATIVE; 04/2005; 130 HRS/MO; 130 HRS DURING TRADING; WEALTH MANAGEMENT. 2)HBK SORCE INSURANCE, LLC; INVESTMENT RELATED; 1000 SOUTH EAST MONTEREY COMMONS BLVD SUITE 101 STUART, FL 34996; INSURANCE AGENCY; 04/2005; 5 HRS/MO; 5 HRS DURING TRADING; INSURANCE AGENT. 3)MOLLY'S HOUSE; NON-INVESTMENT RELATED; 430 SOUTH EASET OCEOLA STREET STUART, FL 34994; CHARITABLE; Board of Directors, Development Committee, & Finance Committee; 01/2012; 1 HRS/MO; 0 HRS DURING TRADING; PAST PRESIDENT-VISION AND OVERSIGHT OF BOARD OF DIRECTORS. 4) Martin County Estate Planning Council. Not Investment Related. 789 SW Federal Highway, Suite 214, Stuart, FL 34994. Philanthropic Planning and Grant Review. Grants Committee. 07/2016. 2 Hrs/Mo; All During Trading Hours. Review Grant Applications. 5) Martin Health Foundation Advisory Board. Not Investment Related. 200 SE Hospital Avenue, PO Box 9010, Stuart, FL 34995. Advisor to Hospitals Fundraising Arm. Member. 10/2017. 2 Hrs/Mo; All During Trading Hours. Assist in Fundraising. 6) Mark Garwood Share Foundation. Not Investment Related. 1701 NE Ocean Blvd, Suite 301, Stuart, FL 34996. Fundraising, Scholarship Awards. Board Member. 09/2017. Fundraising. 7) HBK Financial Holdings. Not investment related. 6603 Summit drive, Canfield, OH 44406. Holding company. Passive Owner. Start 9/1/2018. Zero hours per month. No responsibilities. 8) HBK Sorce Holdings. Investment Related. 6603 Summit Drive, Canfield, OH 44406. Holding company. Passive Owner. Start 9/1/2018. Zero hours per month. No responsibilities. 9) 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. 10) HBK Erie Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 11) HBK Hermitage Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 12) HBK Meadville Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-03
• S63 Uniform Securities Agent State Law Examination
  2003-08-29

Designations

Other Names

• Ryan H Furtwangler