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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-02-04 |
Branch Locations
200 Pinewood Ln Suite 204, Warrendale, PA 15086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Washington University In St. Louis | St. Louis | MO | 06/2013 | 12/2016 |
| Oper | St. Louis | MO | 12/2016 | 05/2017 |
| Freedom Mortgage | Marlton | NJ | 05/2017 | 07/2019 |
| Hbks Wealth Advisors | Warrendale | PA | 01/2020 | Present |
| Unemployed | Philadelphia | PA | 07/2019 | 01/2020 |
1. Elite Life Management LLC. Investment Related. Address on file. RIA. Back office operations. 10/2025. 1 hr month/1 hr during trading. 2. Park Shore Partners LLC. Investment Related. Address on file. RIA. Back office operations. 10/2025. 1 hr month/1 hr during trading. 3. UP Strategic Wealth Investment Advisors. Investment Related. Address on file. RIA. Back office operations. 10/2025. 1hr month/1 hr during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-04 |
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