Raymond Dean Piccirillo

Current Employers

Employment History

• 03/2001 → Present
  Hbk Sorce Financial Llc
  Erie, PA
• 05/2001 → Present
  Hbk Sorce Advisory Llc
  Erie, PA
• 05/2001 → Present
  Hbk Sorce Insurance Llc
  Erie, PA
• 01/2009 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Other Businesses

1) HBK SORCE ADVISORY, LLC;DBA HBKS WEALTH ADVISORS YES; 8010 SUMMERLIN LAKES DRIVE, FORT MYERS, FL 33907; INVESTMENT ADVISORY BUSINESS; INVESTMENT ADVISOR REPRESENTATIVE; 01/2009; 160HRS/MO; 8HRS DURING TRADING; CONTINOUS AND ONGOING MANAGEMENT SERVICES TO CLIENTS. 2) HBK SORCE HOLDINGS LLC; YES; 7620 MARKET STREET, SUITE 202 BOARDMAN, OH 44512; DIRECT OWNER; 1/5/09; 0HRS; 0HRS; N/A 3) HBK SORCE INSURANCE LLC; YES; 5121 ZUCK ROAD, ERIE, PA 16506; INSURANCE AGENCY; AGENT, PRESIDENT; 1/5/09; 10HRS/MO; LESS THAN 1 HR; INSURANCE AGENT. 4) HBK ALLIANCE REALTY CO., LLC; HBK ERIE REALTY CO., LLC; HBK FORT MYERS REALTY LLC; HBK HERMITAGE REALTY LLC; HBK MEADVILLE REALTY CO., LLC; HBK NAPLES REALTY LLC; ALL LOCATED AT 6603 SUMMIT DRIVE, CANFIELD, OH 44406; PASSIVE OWNER 5) CAPE CORAL COMMUNITY FOUNDATION INVESTMENT COMMITTEE-NOT INVESTMENT RELATED-1405 SE 47TH ST, CAPE CORAL, FL 33914-NON-PROFIT-MEMBER-1405 SE 47TH ST, CAPE CORAL, FL 33914-NON-PROFIT-MEMBER-1/2/16-5 HRS MONTH-0 DURING TRADING HRS-ATTENDS MEETINGS, LISTENS TO PRESENTATIONS FROM THE FOUNDATIONS INVESTMENT CONSULTANT, ASKS QUESTIONS, DISCUSSES IDEA WITH OTHER COMMITTEE MEMBER. 6) HBK FINANCIAL HOLDINGS, LLC. NOT INVESTMENT RELATED. 6603 SUMMIT DRIVE, CANFIELD, OH 44406. HOLDING COMPANY. OWNER/MEMBER. 01/2015. 0 HRS/MO; 0 DURING TRADING HOURS. PASSIVE ONLY. NO ACTIVE MANAGEMENT RESPONSIBILITIES. 7)CONSERVATION FOUNDATION OF THE GULF COAST. NOT INVESTMENT RELATED. 400 PALMETTO AVE, OSPREY, FL 34229. NONPROFIT. FINANCE COMMITTEE MEMBER. START DATE 11/2019. 6 HOURS PER MONTH, 0 DURING TRADING HOURS. ACTIVE FINANCE COMMITTEE MEMBER. 8) FLORIDA GULF COAST UNIVERSITY. NOT INVESTMENT RELATED. 10501 FGCU BLVD S, FY MYERS, FL 33965. PROFESSOR. START DATE 01/2021. 8 HOUR PER MONTH, 0 DURING TRADING HOURS. TEACHING ONE CLASS PER MONTH AT THE UNIVERSITY AS PART OF THE ECONOMICS AND FINANCE PROGRAM 9) HORIZON COUNCIL. Not Investment Related. 121 SE 26th Street, Suite 500, Fort Myers FL 33901. Economic Development authority. Member. Start 6/1/2022. 4 hours per month not during trading. Attend board meetings, vote on matters presented to the board. 10) GREATER FORT MYERS CHAMBER OF COMMERCE. Not Investment Related. 2310 Edward Dr, Fort Myers FL 33901. Non Profit. Board Member. Start 1/1/2014. 5 hours per month not during trading. Board Member. 11) Bradenton Area Economic Development Corporation; Not Investment Related; 4215 Concept Court, Bradenton, FL 34211; Board of Directors; State 4/1/2023; 1 hr/mo; 0 during trading; Sitting on board of directors- bridge between public and private sectors to lead economic development. 12) West Coast Black Theatre Troupe. Not Investment Related. 1012 N Orange Ave, Sarasota, FL 34236; Theatre Company. Start 09/01/2024. 1 hr/mo; 0 during trading; attend board meetings. 13) Elite Life Consulting. Not-Investment Related. 2170 Main St, Sarasota, Fl 34237. Consulting services. Member. 06/01/2025. 10hrs/month. 10 hrs/month during securities. Helping clients craft impactful brands and marketing strategies. 14) March of Dimes Southwest Gulf Coast Region. Not investment related. 1550 Crystal Drive, Suite 1300, Arlington, VA 22202. Non-Profit. Signature Chefs Auction Committee Member/Volunteer fundraiser. Start date: 1/2025. 1 hr/month; none during trading hours. Assist with event organization, sponsorship, and fundraising 15) Edison Awards. Not investment related. 1375 Monroe Street, Fort Myers, FL 33901. Non-Profit. Event co-chair/co-lead. Start date: 10/2025. 1 hr/month; none during trading hours. Assist with obtaining scholarships, and assist attendees and other event coordination

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-08-29

Designations