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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-30 |
| IL | RA | APPROVED | 2023-11-08 |
| NJ | RA | APPROVED | 2023-03-06 |
| FL | RA | APPROVED | 2023-01-04 |
| NY | RA | APPROVED | 2021-08-18 |
| PA | RA | APPROVED | 2017-10-06 |
Branch Locations
101 W Elm St Suite 350, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Locust Capital Management Llc | Philadelphia | PA | 09/2008 | 10/2020 |
| Hbks Wealth Advisors | Conshohocken | PA | 10/2017 | Present |
| Hbk Sorce Insurance Llc | Canfield | OH | 06/2023 | Present |
1) WYNDMOOR PROPERTIES, LLC; NON INVESTMENT RELATED; ADDRESS; COMMERCIAL REAL ESTATE; MEMBER; 06/2016; # HRS/MO # HRS/MO DURING TRADING; PARTNER 2) HBK Fort Myers Realty, LLC. Investment Related. 6603 Summit Drive, Canfield, OH 44406. Rental Property. Principal/Owner. 03/2020. 0 Hrs/Mo. Passive. 3) HBK Erie Realty, LLC. Investment Related. 6603 Summit Drive, Canfield, OH 44406. Rental Property. Principal/Owner. 03/2020. 0 Hrs/Mo. Passive. 4) HBK Hermitage Realty, LLC. Investment Related. 6603 Summit Drive, Canfield, OH 44406. Rental Property. Principal/Owner. 03/2020. 0 Hrs/Mo. Passive. 5) HBK Meadville Realty, LLC. Investment Related. 6603 Summit Drive, Canfield, OH 44406. Rental Property. Principal/Owner. 03/2020. 0 Hrs/Mo. Passive. 6) HBK Financial Holdings. Not Investment Related. 6603 Summit Drive, Canfield OH 44406. Holding Company. Owner/Member. Start 9/2017. 0 hours per month. Passive Owner. 7) Studio Incamminati. Not Investment Related. 1901 S 9th St, Philadelphia, PA 19148. Art School. Board member. Start 11/2022. 1 hr per month/0 during trading. Board Member. 8) HBK Sorce Insurance LLC. Not Investment Related. 6603 Summit Dr, Canfield, OH 44406. Insurance Agency. Insurance Agent. 06/2023. 5 hr per month/5 during trading. Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-20 |
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