David Darwish

Current Employers

Hbks Wealth Advisors

2725 Colonial Ave, Erie, PA 16506 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2024-09-13
NJ	RA	APPROVED	2023-03-06
PA	RA	APPROVED	2022-03-25
CA	RA	APPROVED	2022-03-24
NY	RA	APPROVED	2021-08-02
NC	RA	APPROVED	2015-12-09
TX	RA	APPROVED_RES	2008-05-02
FL	RA	APPROVED	2005-02-17

MD RA
APPROVED

Since 2024-09-13
NJ RA
APPROVED

Since 2023-03-06
PA RA
APPROVED

Since 2022-03-25
CA RA
APPROVED

Since 2022-03-24
NY RA
APPROVED

Since 2021-08-02
NC RA
APPROVED

Since 2015-12-09
TX RA
APPROVED_RES

Since 2008-05-02
FL RA
APPROVED

Since 2005-02-17

Branch Locations

3838 Tamiami Trail N Suite 201, Naples, FL 34103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Hbk Sorce Advisory Llc	Naples	FL	02/2005	Present
Hbk Sorce Insurance Llc	Naples	FL	02/2005	Present
Purshe Kaplan Sterling Investments	Albany	NY	01/2009	Present

02/2005 → Present

Hbk Sorce Advisory Llc

Naples, FL
02/2005 → Present

Hbk Sorce Insurance Llc

Naples, FL
01/2009 → Present

Purshe Kaplan Sterling Investments

Albany, NY

Previous Registrations

2000-10-06 → 2005-02-01

Morgan Stanley Dw Inc.

Naples, FL

Other Businesses

1)HBK SORCE ADVISORY, LLC; DBA HBKS WEALTH ADVISORS YES; AT REGISTERED LOCATION; INVESTMENT ADVISORY BUSINESS; INVESTMENT ADVISOR REPRESENTATIVE; 01/2009; 160HRS/MO; 8HRS DURING TRADING; CONTINOUS AND ONGOING INVESTMENT SERVICES TO CLIENT ACCOUNTS. 2)HBK SORCE INSURANCE LLC; YES; AT REGISTERED LOCATION; INSURANCE AGENCY; AGENT; 1/15/09; 40HRS/MO; 1HR DURING TRADING HRS; INSURANCE AGENT 3)PURSHE KAPLAN STERLING INVESTMENTS, At registered location; REGISTERED REPRESENTATIVE, 2009 TO PRESENT 4)HBK SORCE FINANCIAL HOLDINGS LLC; NOT INVESTMENT RELATED; 6603 SUMMIT DR, CANFIELD OH 44406; HOLDING COMPANY OWNER/MEMBER; 9/2016; 0 HOURS/MONTH; PASSIVE ONLY, NO ACTIVE MANAGEMENT RESPONSIBILITIES 5) HBK Naples Realty, LLC. Investment Related. 6603 Summit Drive, Canfield, OH 44406. Rental Property. Principal/Owner. 03/2017. 0 Hrs/Mo. Passive. 6) HBK Financial Holdings. Not investment related. 3305 Summit Drive, Canfield OH 44406. Start 9/2018. Holding company. Passive Owner. Start 9/1/2018. Zero hours per month. No responsibilities. 7) 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. 8) HBK Alliance Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 9) HBK Erie Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 10) HBK Hermitage Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 11) HBK Meadville Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1998-04-20

S66 Uniform Combined State Law Examination

1998-04-20

Designations

View on SEC IAPD