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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-21 |
Branch Locations
C/O Wealth Management Partners,Llc 790 Holiday Drive, Pittsburg, PA 15220 • United States
Mars, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2015 | Present |
| Hbks Wealth Advisors | Wexford | PA | 02/2015 | Present |
HBKS Wealth Advisors. Investment Related. 100 Pinewood Lane, Suite 101, Warrendale, PA 33602. Advisory. Senior Advisor Associate. 02/23/2015. 160 Hrs/Mo all During Trading Hours. The Assistant to Three Financial Advisors. Perform Administrative Duties Including Speak with Clients, Preparing and Submitting and Scheduling Meeting for the Advisors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-10 |
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