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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-14 |
| PA | RA | APPROVED | 2022-10-13 |
| OH | RA | APPROVED | 2017-11-09 |
| FL | RA | APPROVED | 2013-12-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbks Wealth Advisors | Canfield | OH | 09/2013 | Present |
| Park Shore Partners Llc | Naples | FL | 09/2013 | 01/2020 |
| Hill Barth & Kingl Llc | Naples | FL | 12/2004 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-30 |
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