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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-27 |
| FL | RA | APPROVED | 2020-11-18 |
Branch Locations
1777 Main Street Suite 301, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Tampa | FL | 03/2014 | 02/2020 |
| Mml Investors Services, Llc | Tampa | FL | 01/2014 | 02/2020 |
| Hbk Cpas & Consultants | Sarasota | FL | 02/2020 | Present |
| Hbks Wealth Advisors | Sarasota | FL | 04/2020 | Present |
| Purshe Kaplan Sterling Inv | Albany | NY | 04/2020 | 10/2020 |
| Hbk Sorce Insurance Llc | Sarasota | FL | 04/2020 | Present |
HBK Sorce Insurance LLC. Investment Related. 6603 Summit Dr, Canfield, OH, 44406. Insurance agency. Insurance agent. 4/2020. 5 hrs a month/ 5 hrs during trading. Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-11 |
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