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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-08-18 |
Branch Locations
200 Pinewood Lane Suite 204, Warrendale, PA 15086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federated Securities Corp | Pittsburgh | PA | 06/2016 | 08/2021 |
| Federated Hermes Inc. | Pittsburgh | PA | 06/2016 | 08/2021 |
| Mdt Advisers, A Division Of Federated Mdta Llc | Boston | MA | 09/2016 | 08/2021 |
| Federated Investment Counseling | Pittsburgh | PA | 09/2016 | 08/2021 |
| Federated Global Investment Management Corp | New York | NY | 09/2016 | 08/2021 |
| Hbks Wealth Advisors | Pittsburgh | PA | 08/2021 | Present |
| Purshe Kaplan Sterling | Albany | NY | 09/2021 | Present |
| Hbk Sorce Insurance Llc | Warrendale | PA | 03/2022 | Present |
1) HBKS Wealth Advisors; Investment Related; 200 Pinewood Lane, Suite 204, Pittsburgh, PA 15086; Financial Advisor; 08/2021; 160 hrs/mo; 160 hrs during trading; conducting duties as a financial advisor 2) Purshe Kaplan Sterling; Investment Related; 80 State Street, Albany, NY 12207; Registered Rep; 09/2021; 160 hrs/mo; 160 hrs during trading; conducting duties as a registered rep 3) HBK Sorce Insurance LLC; Investment Related; 200 Pinewood Lane, Suite 204, Pittsburgh, PA 15086; Insurance Agent; 03/2022; 5 hrs/mo; 5 hrs during trading; insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-14 |
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