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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbks Wealth Advisors | Fredonia | NY | 02/2020 | Present |
| Weber City Deli | Yorkshire | NY | 01/2013 | 02/2020 |
| State University Of New York At Fredonia | Fredonia | NY | 09/2016 | 05/2019 |
| Pioneer High School | Yorkshire | NY | 01/2012 | 09/2016 |
| Hbk Sorce Insurance Llc | Canfield | OH | 08/2022 | Present |
1. HBK Sorce Insurance LLC. Yes. Address on file., Insurance Sales. Insurance Agent. 08/2020. 1hr/mo; 1 hrs during trading 2. Arcade Area Chamber of Commerce. No. 228 E Main St, Arcade, NY, 14009. Chamber of Commerce. Director. 12/2025. 3 hrs per month/0 hrs during trading. Meeting to discuss the promotion and growth of the community.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-06 |
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