Best Investors
Account
Sign in
Best Investors
Account
Sign in
2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-14 |
| FL | RA | APPROVED | 2022-11-14 |
| TX | RA | APPROVED_RES | 2022-09-26 |
| NY | RA | APPROVED | 2021-08-02 |
| PA | RA | APPROVED | 2016-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2016 | Present |
| Hbk Sorce Insurance Llc | Erie | PA | 01/2017 | Present |
| Hbks Wealth Advisors | Erie | PA | 07/2016 | Present |
1.HBK Sorce Insurance LLC, At registered loation. 16507; investment related, Insurance Agent,January 2017,8 hours/mo, Insurance Sales. 2.Purshe Kaplan Sterling Investments, At registered location. registered representative; July 2016, 160 hours/mo, registered representative. 3.HBKS Wealth Advisors, At registered location. IAR, July 2016, 160 hours/mo ,investment advisor business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-11 |
Reach out to this advisor