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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2008-09-18 |
Branch Locations
2725 Colonial Ave, Erie, PA 16506 • United States
3838 Tamiami Trail N Suite 100, Naples, FL 34103 • United States
2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2001-06-27 |
Branch Locations
3838 Tamiami Trail N Suite 100, Naples, FL 34103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbk Sorce Advisory Llc | Naples | FL | 03/2001 | Present |
| Park Shore Partners Llc | Naples | FL | 01/2008 | Present |
PARK SHORE PARTNERS LLC, 3838 TAMIAMI TRAIL NORTH, NAPLES, FL. HEDGE FUND, PORTFOLIO MANAGER, JANUARY 1,2008. I SPEND 80% OF MY TIME WITH THIS BUSINESS, ALL DURING TRADING HOURS HBKS WEALTH ADVISORS, 3838 TAMIAMI TRAIL NORTH, NAPLES, FL; REGISTERED INVESTMENT ADVISOR, FINANCIAL ADVISOR AND INVESTMENT ADVISOR REPRESENTATIVE; 20% OF MY TIME SPENT WITH THIS BUSINESS, ALL DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-06 |
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