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Jason R Rundorff

Hbks Wealth Advisors

Naples, FL

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Current Employers
Hbks Wealth Advisors

2725 Colonial Ave, Erie, PA 16506 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-05
  • FL RA
    APPROVED
    Since 2025-03-05

Branch Locations

3838 Tamiami Trial N Ste 100, Naples, FL 34103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hbk Sorce Advisory Llc Naples FL 06/2007 11/2018
Purshe Kaplan Sterling Investments Albany NY 01/2009 11/2018
Hbk Sorce Insurance Llc Naples FL 01/2009 11/2018
Naples Global Advisors Naples FL 12/2018 01/2025
Hbks Wealth Advisors Naples FL 01/2025 Present
  • 06/2007 → 11/2018
    Hbk Sorce Advisory Llc
    Naples, FL
  • 01/2009 → 11/2018
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 01/2009 → 11/2018
    Hbk Sorce Insurance Llc
    Naples, FL
  • 12/2018 → 01/2025
    Naples Global Advisors
    Naples, FL
  • 01/2025 → Present
    Hbks Wealth Advisors
    Naples, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-21
  • S66 Uniform Combined State Law Examination
    2007-05-21
Designations

View on SEC IAPD

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