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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-09-26 |
| PA | RA | APPROVED | 2016-05-03 |
Branch Locations
33 Church Street Floor 2, Fredonia, NY 14063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments Llc | Fredonia | NY | 05/2016 | Present |
| Hbks Wealth Advisors | Fredonia | NY | 05/2016 | Present |
| Hbk Sorce Insurance Llc | Fredonia | NY | 05/2016 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2016 | Present |
1.Purshe Kaplan Sterling Investments LLC, Fredonia, NY; 05/2016- registered representative; 40 hours per month during trading hours 2.HBKS Wealth Advisors, Fredonia, NY; 05/2016 - investment advisor representative; 110 hours per month during trading hours 3.HBK Sorce Insurance LLC, Fredonia, NY; 5/2016 - insurance agent, 10 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-29 |
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