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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-27 |
Branch Locations
3838 Tamiami Trail N Suite 100, Naples, FL 34103 • United States
2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-26 |
Branch Locations
3838 Tamiami Trail N Suite 100, Naples, FL 34103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbks Wealth Advisors | Naples | FL | 12/2020 | Present |
| Park Shore Parters | Naples | FL | 12/2020 | Present |
| Broadridge Ireland Limited | Dundrum | 11/2019 | 12/2020 | |
| Adecco Ireland | Dublin | 01/2019 | 11/2019 | |
| Engage People Recruitment | Dublin | 03/2017 | 01/2019 | |
| Blackrock Investment Mgmt Ireland | Dublin | 03/2014 | 03/2017 |
PARK SHORE PARTNERS. ASSISTANT PORTFOLIO MANAGER. 12/2020. INVESTMENT RELATED. 3838 TAMIAMI TRAIL N SUITE 100 NAPLES FL 34103. 80 HRS MONTH/80 HRS DURING TRADING. HBKS WEALTH ADVISORS. ASSISTANT PORTFOLIO MANAGER. 12/2020. INVESTMENT RELATED. 3838 TAMIAMI TRAIL N SUITE 100 NAPLES FL 34103. 80 HRS MONTH/80 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-13 |
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