Thomas J Taranto

Current Employers

Employment History

• 01/2011 → Present
  Hbks Wealth Advisors
  Canfield, OH
• 01/2011 → 12/2020
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2011 → Present
  Hbk Sorce Insurance Llc
  Canfield, OH
• 03/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2008-03-19 → 2009-09-24
  Edward Jones
  Upper Arlington, OH
  Upper Arlington, OH
  St Louis, MO

Other Businesses

1) 1. HBKS Wealth Advisors 2. Investment Related - Yes 3. See office of employment address 4. RIA 5. Senior Financial Advisor 6. 1/27/2023 7. 160 hrs 8. 160 hrs 9. Senior Financial Advisor 2) 1. HBK Sorce Insurance, LLC 2. Investment Related - Yes 3. See office of employment address 4. Insurance Agency 5. Insurance Agent 6. 01/2011 7. 5 hrs 8. 5 hrs 9. Insurance Sales 3) 1. Fixed Insurance 2. Investment Related - Yes 3. See office of employment address 4. Fixed Insurance/Annuity 5. Agent 6. 1/27/2023 7. 5 hrs 8. 5 hrs 9. Provide insurance advice based on the needs of client(s). 4) 1. PKSF 2. Investment Related - Yes 3. See office of employment address 4. Fixed Insurance/Annuity 5. Agent 6. 1/27/2023 7. 5 hrs 8. 5 hrs 9. Provide insurance advice based on the needs of client(s). 5) 1. Canfield Soccer Club 2. Investment Related - No 3. PO Box 73, Canfield, OH 44406 4. Board of Directors (Profit or Not for Profit Organization) 5. Board Member 6. 2/1/2017 7. 2 hrs 8. 0 hrs 9. Non-Profit entity promoting and organizing youth soccer in the community 6) 1. HBK Hermitage Realty, LLC 2. Investment Related - No 3. See office of employment address 4. Real Estate Rental / Commercial / Property / Management Services 5. Owner 6. 3/1/2020 7. 0 hrs 8. 0 hrs 9. Passive Owner 7) 1. HBK Meadville Realty 2. Investment Related - No 3. See office of employment address 4. Real Estate Rental / Commercial / Property / Management Services 5. Owner 6. 3/1/2020 7. 0 hrs 8. 0 hrs 9. Passive Owner 8) 1. HBK Erie Realty, LLC 2. Investment Related - No 3. See office of employment address 4. Real Estate Rental / Commercial / Property / Management Services 5. Owner 6. 3/1/2020 7. 0 hrs 8. 0 hrs 9. Passive Owner 9) 1. HBK Fort Myers Realty, LLC 2. Investment Related - No 3. See office of employment address 4. Real Estate Rental / Commercial / Property / Management Services 5. Owner 6. 3/1/2020 7. 0 hrs 8. 0 hrs 9. Passive Owner 10) 1. HBK Sorce Holdings, LLC 2. Investment Related - No 3. See office of employment address 4. Entity 5. Owner/Member 6. 01/2011 7. 0 hrs 8. 0 hrs. 9. Owner/Member 11)1. Purshe Kaplan Sterling Inv 2. Investment Related - Yes 3. See office of employment address 4. BD 5. Registered Rep 6. 03/2023 7. 25 hrs 8. 25 hrs 9. Producing Rep

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-11-03
• S66 Uniform Combined State Law Examination
  2008-03-06

Designations

Other Names

• Tom Taranto
• Tom J Taranto
• Thomas Taranto