Scott Allan Cross

Current Employers

Employment History

• 06/2006 → Present
  Hbk Sorce Advisory Llc
  Erie, PA
• 01/2009 → 10/2020
  Purshe Kaplan Sterling
  Albany, NY
• 06/2006 → Present
  Hbk Sorce Financial Llc
  Erie, PA
• 11/2024 → Present
  Hbk Sorce Brokerage Llc
  Canfield, OH

Previous Registrations

• 2003-07-23 → 2006-07-18
  Securities America Advisors, Inc.
  Erie, PA
  Omaha, NE
  La Vista, NE

Other Businesses

(1) HBK SORCE ADVISORY, LLC DBA HBKS WEALTH ADVISORS; INVESTMENT RELATED; At registered location; INVESTMENT ADVISORY BUSINESS; INVESTMENT ADVISOR REPRESENTATIVE AND CHIEF OPERATING OFFICER ; 06/2006; 160 HRS/MO; 160 HRS/MO DURING TRADING; CHIEF OPERATING OFFICER (2) HBK ERIE REALTY CO., LLC; NOT INVESTMENT RELATED; At registered location; OWNER/MEMBER; 01/2015; 0 HRS/MO; 0 HRS/MO DURING TRADING; PASSIVE OWNERSHIP (3) HBK FINANCIAL HOLDINGS, LLC; NOT INVESTMENT RELATED; At registered location; HOLDING COMPANY; OWNER/MEMBER; 01/2015; 0 HRS/MO 0 HRS/MO DURING TRADING; PASSIVE ONLY, NO ACTIVE MANAGEMENT RESPONSIBILITIES (4) HBK FT. MYERS REALTY LLC; NOT INVESTMENT RELATED; At registered location; OWNER/MEMBER; 01/2015; 0 HRS/MO; 0 HRS/MO DURING TRADING; PASSIVE OWNERSHIP (5) HBK HERMITAGE REALTY LLC; NOT INVESTMENT RELATED; At registered location; OWNER/MEMBER; 01/2015; 0 HRS/MO; 0 HRS/MO DURING TRADING; PASSIVE OWNERSHIP (6) HBK MEADVILLE REALTY CO., LLC; NOT INVESTMENT RELATED; At registered location; OWNER/MEMBER; 01/2015; 0 HRS/MO; 0 HRS/MO DURING TRADING; PASSIVE OWNERSHIP (7) HBK SORCE HOLDINGS LLC; INVESTMENT RELATED; At registered location; OWNER/MEMBER; 01/2010; 0 HRS/MO; 0 HRS/MO DURING TRADING; OWNER (8) HBK NAPLES REALTY, LLC. INVESTMENT RELATED. At registered location. RENTAL PROPERTY. OWNER/MEMBER. 03/2017. 0 HRS/MO. PASSIVE. (9) UP STRATEGIC WEALTH INVESTMENT ADVISORS DBA STEEL TOWER. INVESTMENT RELATED. At registered location. RIA. AUTHORIZED PERSON. 08/2017. 0 HOURS/MONTH; 0 HOURS/MONTH DURING SECURITIES HOURS. PROVIDE BACK OFFICE SERVICES TO STEEL TOWER (10) ELITE LIFE MANAGEMENT LLC DBA ELM. INVESTMENT RELATED. At registered location. RIA. INDIRECT OWNER. 08/2022. 0 HOURS/MONTH; 0 HOURS DURING SECURITIES HOURS. INDIRECT OWNER. (11)HBK INTERNAL COMPLAINT COMMITTEE. NOT INVESTMENT RELATED. At registered location. COMMITTEE. COMMITTEE MEMBER. 01/2024. 1 HRS MTH/1HRS DURING TRADING. SERVE ON THE COMMITTEE. (12)PARK SHORE PARTNERS. INVESTMENT RELATED. At registered location. RIA. INDIRECT OWNER. 01/2015. 0 HOURS/MONTH; 0 HOURS DURING SECURITIES HOURS. INDIRECT OWNER.

Exams

• S66 Uniform Combined State Law Examination
  1999-02-24

Designations

Other Names

• Scott Alan Cross