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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-30 |
| VA | RA | APPROVED | 2022-09-26 |
| NY | RA | APPROVED | 2021-08-02 |
| FL | RA | APPROVED | 2018-04-20 |
| PA | RA | APPROVED | 2016-05-03 |
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 |
|---|---|---|---|---|
| Hbk Sorce Insurance Llc | Fredonia | NY | 05/2016 | Present |
| Hbks Wealth Advisors | Fredonia | NY | 05/2016 | Present |
1.HBK Sorce Insurance LLC, Fredonia, NY; Insurance Agent, 20 hours per month, all during trading hours 2. Southern Chautauqua Federal Credit Union, Lakewood, NY. General voting Board Member, 08/2021. 2 hours per month, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-16 |
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