Best Investors Account Sign in
Inactive

Dakota Mezzacapo

Hbks Wealth Advisors

Erie, PA

Claim This Profile
Current Employers
Hbks Wealth Advisors

2725 Colonial Ave, Erie, PA 16506 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-03-05
  • PA RA
    APPROVED
    Since 2021-03-05

Branch Locations

2725 Colonial Ave, Erie, PA 16506 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hbks Wealth Advisors Erie PA 12/2019 Present
Enterprise Holdings Erie PA 05/2019 12/2019
Peek'n Peak Resort Clymer NY 06/2015 05/2019
Green Meadows Golf Course North East PA 04/2016 05/2019
Mercyhurst University Erie PA 10/2018 12/2018
Penn State Erie: The Behrend College Erie PA 08/2015 12/2019
  • 12/2019 → Present
    Hbks Wealth Advisors
    Erie, PA
  • 05/2019 → 12/2019
    Enterprise Holdings
    Erie, PA
  • 06/2015 → 05/2019
    Peek'n Peak Resort
    Clymer, NY
  • 04/2016 → 05/2019
    Green Meadows Golf Course
    North East, PA
  • 10/2018 → 12/2018
    Mercyhurst University
    Erie, PA
  • 08/2015 → 12/2019
    Penn State Erie: The Behrend College
    Erie, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-05
  • S65 Uniform Investment Adviser Law Examination
    2021-03-05
Other Names
  • Dakota Mezzacapo
  • Dakota James Mezzacapo

View on SEC IAPD

Other Firms

WEDGEWOOD INVESTORS INC
EQUITABLE ADVISORS, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC
GLADSTONE WEALTH PARTNERS
MORGAN STANLEY
RBC CAPITAL MARKETS, LLC
EVIDENT FINANCIAL

Other Investors

WILLIAM JOSEPH VITRON
JASON PETER KUILMAN
MARGARET CHIDO
Kody Michael Rinkevich
Seth Austin Faulkner
Owen Joshua Jefferson
KELLI ANN MILLIN
AARON WAKLEY

Other Offices

WEDGEWOOD INVESTORS INC · ERIE, PA
EQUITABLE ADVISORS, LLC · ERIE, PA
UBS FINANCIAL SERVICES INC. · ERIE, PA
WELLS FARGO CLEARING SERVICES, LLC · ERIE, PA
GLADSTONE WEALTH PARTNERS · Erie, PA
MORGAN STANLEY · ERIE, PA
UBS FINANCIAL SERVICES INC. · ERIE, PA
GLADSTONE WEALTH PARTNERS · Erie, PA

More in Erie, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor