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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-10-15 |
Branch Locations
2725 Colonial Ave, Erie, PA 16506 • United States
200 Pinewood Lane Suite 204, Warrendale, PA 15086 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckinley Carter Wealth Services, Inc. | Wheeling | WV | 01/2013 | 10/2019 |
| Hbks Wealth Advisors | Erie | PA | 10/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 12/2020 | Present |
| Hbk Sorce Insurance Llc | Canfield | OH | 09/2020 | Present |
1) HBKS Wealth Advisors - Investment Related - 200 Pinewood Lane, Ste 204, Warrendale PA 15086 - RIA - Retirement Plan Manager - 160 hours - 160 hours - Perform Duties as the retirement Plan manager.____ 2) EJ Aviation LLC, Not investment related - 185 Wallrose Heights Road, Baden, PA 15005 - Aircraft Rental and Maintenance - Owner, General Partner 08/2008 - 4 hours a month - hours - perform duties as an owner._____ 3)Pittsburgh Retirement Professionals - investment related - 185 Wallrose Heights Road, Baden, PA 15005 - Trad association/information exchange - member of board of directors/treasurer - 07/2011 - on hour a month - 0 hours - perform duties as a board of directors/treasurer._____ 4) Capricorn and Cander LLC - 185 Wallrose Height Road, Baden PA 15005 - Real Estate Holding Company - Owner - 11/2011 - 4 hours a month/0trading hours - Provide Rental property management_____ 5) Purshe Kaplan Sterling Investments - Investment Related - 80 State St, Albany, NY 12207 - Broker Dealer - Registered Rep - 03/2021 - 5 hrs a month/5 during trading - Producing Registered Rep 6) HBK Sorce Insurance LLC - Investment Related - 6603 Summit Dr, Canfield, OH 44406 - Insurance Agency - Insurance Agent - 09/2020 - 5 hrs a month/5 during trading - Insurance sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-22 |
| S65 | Uniform Investment Adviser Law Examination | 1995-06-28 |
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