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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-03 |
Branch Locations
1000 Se Monterey Commons Blvd Suite 101, Stuart, FL 34996 • United States
360 S Rosemary Ave Suite 1010, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Palm Beach | FL | 07/2015 | 07/2018 |
| Jp Morgan Chase Bank Na | Palm Beach | FL | 07/2015 | 07/2018 |
| Wilmington Trust, N.A. | North Palm Beach | FL | 08/2018 | 12/2022 |
| M&T Securities, Inc. | North Palm Beach | FL | 08/2018 | 12/2022 |
| Hbks Wealth Advisors | Stuart | FL | 12/2022 | Present |
| Pursh Kaplan Sterling Investments | Albany | NY | 05/2026 | Present |
1) HBKS Wealth Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 12/2022 160 hrs/month; all during trading hours. Provide advice to clients. 2) Treasure Coast Hospice Foundation. Investment related. 1201 SE Indian Street, Stuart, FL 34997. Nonprofit. Investment Committee Member. 10/2024. 2 hrs/ month. 2 hrs/ month during securities trading hours. Advise on investment allocation strategy, review manager performance, and provide guidance on capital allocation decisions
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-09-24 |
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