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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-02-02 |
| TX | RA | APPROVED_RES | 2015-12-09 |
| OH | RA | APPROVED | 2015-12-08 |
| PA | RA | APPROVED | 2007-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbk Sorce Advisory Llc | Erie | PA | 09/2007 | Present |
| Purshe Kaplan Sterling | Albany | NY | 01/2009 | 12/2020 |
| Hbk Sorce Insurance Llc | Erie | PA | 01/2009 | Present |
1)HBK SORCE INSURANCE LLC; NO; At registered location; INSURANCE AGENCY; AGENT; 01/2009; 160HRS/MO; 8HRS DURING TRADING; INSURANCE AGENT. 2)HBK Financial Holdings. Not Investment Related. At registered location. Holding Company. Owner/Member. Start 9/2017. 0 hours per month. Passive Owner. 3)HBK Sorce Holdings, LLC. Not Investment Related. At registered location. Holding Company. Owner/Member. Start 9/2017. 0 hours per month. Passive Owner. 4) HBK Fort Myers Realty, LLC. Not Investment Related. At registered location. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 5) HBK Erie Realty, LLC. Not Investment Related. At registered location. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 6) HBK Hermitage Realty, LLC. Not Investment Related. At registered location. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 7) HBK Meadville Realty, LLC. Not Investment Related. At registered location. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 8) HBK Financial Holdings. Not Investment Related. At registered location. Holding Company. Owner/Member. Start 9/2017. 0 hours per month. Passive Owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-30 |
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