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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-22 |
Branch Locations
1000 Se Monterey Commons Blvd Suite 101, Stuart, FL 34996 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jupiter | FL | 07/2017 | 05/2020 |
| Trump National | Jupiter | FL | 12/2012 | 06/2017 |
| Bank Of America, N.A. | Jupiter | FL | 11/2017 | 05/2020 |
| Janney Montgomery Scott Llc | Stuart | FL | 05/2020 | 12/2023 |
| Hbks Wealth Advisors | Stuart | FL | 02/2024 | Present |
| Unemployed | Stuart | FL | 12/2023 | 02/2024 |
| Hbk Sorce Insurance Llc | Canfield | OH | 02/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2024 | Present |
1. HBKS Wealth Advisors; Yes; 1000 SE Monterey Commons Blvd Suite 101 Stuart, FL 34996; RIA; Financial Advisor; 02/2024; 180; 130; financial advisor. 2. Fixed Insurance; Yes; 1000 SE Monterey Commons Blvd Suite 101 Stuart, FL 34996; Fixed/Traditional Insurance; Agent; 02/2024; 180; 130; Sales of Fixed/Traditional Insurance. 3. PKS Financial; Yes; 80 State St Albany, NY 12207; Fixed/Traditional Insurance; Agent; 03/2024; 5; 5; Sales of Fixed/Traditional Insurance products. 4. HBK SORCE INSURANCE LLC. INVESTMENT RELATED. 6603 SUMMIT DR, CANFIELD, OH 44406. INSURANCE AGENCY. INSURANCE AGENT. 02/2024. 5 HRS MONTH/5 HRS DURING TRADING. INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-07 |
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