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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2013-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbks Wealth Advisors | Erie | PA | 11/2012 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2013 | 10/2020 |
| Hbk Sorce Insurance Llc | Erie | PA | 04/2022 | Present |
1. BNB FINANCIAL, 955 W TOWNHILL RD, WATERFORD, PA 16441. INDEPENDENT CONTRACTOR FOR CREDIT BOOSTING. 1/2016-PRESENT, 2 HRS/MONTH, NONE DURING TRADING, CREDIT BOOSTING BY ADDING AUTHORIZED USERS TO EXISTING CREDIT LINE. 2. HBK SORCE INSURANCE LLC. INVESTMENT RELATED. 6603 SUMMIT DR, CANFIELD, OH 44406. INSURANCE AGENT. 4/2022. 5 HRS/MONTH. 5 HRS DURING TRADING. INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-21 |
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