Matthew James Costigan

Current Employers

Hbks Wealth Advisors

2725 Colonial Ave, Erie, PA 16506 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-12-20
OH	RA	APPROVED	2022-05-10
CA	RA	APPROVED	2021-10-13
TX	RA	APPROVED	2015-12-08
PA	RA	APPROVED	2010-04-28

FL RA
APPROVED

Since 2022-12-20
OH RA
APPROVED

Since 2022-05-10
CA RA
APPROVED

Since 2021-10-13
TX RA
APPROVED

Since 2015-12-08
PA RA
APPROVED

Since 2010-04-28

Branch Locations

200 Pinewood Lane Suite 204, Warrendale, PA 15086 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Hill Barth & King Llc	Wexford	PA	09/2006	Present
Hbk Sorce Advisory Llc	Erie	PA	09/2008	Present
Purshe Kaplan Sterling Investments	Albany	NY	06/2010	12/2020
Hbk Sorce Insurance Llc	Wexford	PA	09/2010	Present

09/2006 → Present

Hill Barth & King Llc

Wexford, PA
09/2008 → Present

Hbk Sorce Advisory Llc

Erie, PA
06/2010 → 12/2020

Purshe Kaplan Sterling Investments

Albany, NY
09/2010 → Present

Hbk Sorce Insurance Llc

Wexford, PA

Previous Registrations

2008-09-03 → 2010-04-05

Hbks Wealth Advisors

Wexford, PA

Other Businesses

1)HILL BARTH AND KING LLC; MO; 200 Pinewood Lane, Suite 201, Warrendale, PA 15086; PUBLIC ACCOUNTING; CPA; 9/5/2006; 120HRS/MO; 6HRS DURING TRADING; TAX ACCOUNTING. 2) HBK SORCE INSURANCE LLC, 6603 SUMMIT DR, CANFIELD, OH 44406, AGENT. FIXED INSURANCE SALES. 09/2010. 2 HRS/MO. 3) HBK Financial Holdings. Not Investment Related. 6603 Summit Drive, Canfield OH 44406. Holding Company. Member. Start 09/2018. 0 hours per week. Passive Owner/Member. 4) HBK Sorce Holdings. Investment Related. 6603 Summit Drive, Canfield OH 44406. Holding Company. Member. Start 09/2018. 0 hours per week. Passive Owner/Member. 5) HBK Fort Myers Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per week. Passive Owner. 6) HBK Erie Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 7) HBK Hermitage Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 8) HBK Meadville Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 9) North Catholic Foundation Board. Not Investment Related. 1617 PA-228, Cranberry Twp, PA 16066. Board Member. 06/2023. 5 hrs per month/0 during trading. Admin duties on Board

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-08-30

S66 Uniform Combined State Law Examination

2008-08-30

Designations

Other Names

Matthew James Costigar

View on SEC IAPD