Donna Leeann Kline

Current Employers

Employment History

• 09/2015 → Present
  Hbks Wealth Advisors
  Wexford, PA
• 09/2015 → Present
  Purshe Kaplan Sterling Investments
  Wexford, PA
• 09/2015 → Present
  Hbk Sorce Insurance Llc
  Canfield, OH

Previous Registrations

• 2014-02-14 → 2015-09-11
  Wells Fargo Clearing Services, Llc
  Sewickley, PA
  Pittsburgh, PA

Other Businesses

(1) HBK SORCE ADVISORY, LLC DBA HBKS WEALTH ADVISORS; INVESTMENT RELATED; 200 PINEWOOD LANE, SUITE 204, WARRENDALE, PA 15086; INVESTMENT ADVISORY BUSINESS; SENIOR FINANCIAL ADVISOR; 09/2015; 160 HRS/MO; 160 HRS/MO DURING TRADING; WEALTH MANAGEMENT (2) HBK SORCE INSURANCE; INVESTMENT RELATED; 6603 SUMMIT DR, CANFIELD, OH 44406; INSURANCE AGENCY; AGENT; 09/2015; 5 HRS/MO; 5 HRS/MO DURING TRADING; INSURANCE AGENT (3) POWER OF ATTORNEY FOR MOTHER; NOT INVESTMENT RELATED; SEWICKLEY, PA; POA; 10/2014; 1 HRS/MO; 0 HRS/MO DURING TRADING; POA (4) AUTHOR OF THE FUNDAMENTALS OF THE FUTURES MARKET, NOT INVESTMENT RELATED; NEW YORK CITY, NY; AUTHOR; 2001; 0 HRS/MO; 0 HRS/MO DURING TRADING; AUTHOR (5) POWER OF ATTORNEY FOR FATHER; NOT INVESTMENT RELATED; SEWICKLEY, PA; POA; 10/2023; 1 HRS/MO; 0 HRS/MO DURING TRADING; POA (6) PURSHE KAPLAN STERLING INVESTMENTS. INVESTMENT RELATED. 80 STATE ST, ALBANY, NY 12207. REGISTERED REP. 09/2015. 20 HR MO/ 20 HR MO DURING TRADING. PRODUCING REGISTERED REP

Exams

• S66 Uniform Combined State Law Examination
  2014-02-14
• S63 Uniform Securities Agent State Law Examination
  1999-03-31

Other Names

• Donna Kline