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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-26 |
| TX | RA | APPROVED | 2017-06-16 |
| FL | RA | APPROVED | 2016-07-05 |
Branch Locations
33 Church Street Second Floor, Fredonia, NY 14063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments Llc | Fredonia | NY | 05/2016 | Present |
| Hbk Sorce Insurance Llc | Fredonia | NY | 05/2016 | Present |
| Hbks Wealth Advisors | Fredonia | NY | 05/2016 | Present |
1) Real Estate Rental. Fredonia, NY. Owner of Office Building. Started 3/5/2013 to Present. 0 hrs/mo., O During Trading Hours. Not Investment Related. 2) Florida Home Rental Property. The Villages, FL. Rental Real Estate. Not Investment Related. 09/2008 - Present; 0 hrs/mo, 0 Hours During Trading. Own and Rent Out House. 3) HBK Sorce Insurance LLC, Fredonia, NY; insurance agent; 10 hours per month, 10 hours during trading 4) HBK Naples Realty, LLC. Investment Related. 6603 Summit Drive, Canfield, OH 44406. Rental Property. Principal/Owner. 03/2017. 0 Hrs/Mo. Passive. 5) HBK Financial Holdings. Not Investment Related. 6603 Summit Drive, Canfield OH 44406. Holding Company. Owner. Start 9/2017. 0 hours per month. Passive Owner. 6) HBK Fort Myers Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 7) HBK Erie Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 8) HBK Hermitage Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 9) HBK Meadville Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 10) HBKS Wealth Advisors. Investment Related. 33 Church Street 2nd Floor, Fredonia NY 14063. RIA. IAR.Start 5/2016. 160 hours per month. Advisor.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-04-07 |
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