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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-29 |
| TX | RA | APPROVED | 2017-11-09 |
| FL | RA | APPROVED | 2016-07-08 |
Branch Locations
33 Church Street Second Floor, Fredonia, NY 14063 • 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 |
|---|---|---|---|---|
| Hbks Wealth Advisors | Fredonia | NY | 05/2016 | Present |
| Purshe Kaplan Sterling Investments Llc | Fredonia | NY | 05/2016 | Present |
| Hbk Sorce Insurance Llc | Fredonia | NY | 05/2016 | Present |
1. Support, Co. Not Investment Related. Fredonia, NY. Start 05/2009. Life Insurance. Independent Contractor. 0 hours per month. Non Variable Insurance. 2. HBK Sorce Insurance. Not Investment Related. Fredonia, NY. Insurance. Agent. 10 hours per month during trading. 3. HBKS Wealth Advisors. Investment Related. Fredonia, NY RIA. IAR. 110 hours per month during trading. 4. HBK Naples Realty. Investment Related. Canfield, OH. Rental Property. Principal/Owner. Start 03/2017. 0 hours per month. Passive. 5.HBK Financial Holdings. Not Investment Related. Canfield, OH. Holding Company. Passive Owner. Start 09/2017. 0 hours per month. 6. HBK Sorce Holdings. Investment Related. Canfield, OH. Holding Company. Passive Owner/Member. 0 Hours per month. 7. HBK Fort Myers Realty, LLC. Investment Related. Canfield OH. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 8. HBK Erie Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 9. HBK Hermitage Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 10. HBK Meadville Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-29 |
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