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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-31 |
| NJ | RA | APPROVED | 2023-03-13 |
| NY | RA | APPROVED | 2021-08-02 |
| LA | RA | APPROVED | 2015-12-08 |
| PA | RA | APPROVED | 2013-05-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbk Sorce Insurance | Erie | PA | 03/2013 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2013 | Present |
| Hbks Wealth Advisors | Wexford | PA | 03/2013 | Present |
(1) HBK SORCE ADVISORY, LLC DBA HBKS WEALTH ADVISORS; INVESTMENT RELATED; AT REGISTERED LOCATION; INVESTMENT ADVISORY BUSINESS; SENIOR FINANCIAL ADVISOR; 03/2013; 80 HRS/MO; 80 HRS/MO DURING TRADING; WEALTH MANAGEMENT (2) HBK SORCE INSURANCE; INVESTMENT RELATED; 6603 SUMMIT DR, CANFIELD, OH 44406; INSURANCE AGENCY; AGENT; 03/2013; 4 HRS/MO; 4 HRS/MO DURING TRADING; INSURANCE AGENT (3) PURSHE KAPLAN STERLING; INVESTMENT RELATED; AT REGISTERED LOCATION; BROKERAGE BUSINESS; REGISTERED REP; 03/2013; 10 HRS/MO; 10 HRS MO DURING TRADING; REGISTERED REP
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-17 |
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