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Inactive

Iris Jazmin Serrano

Hbks Wealth Advisors

Ft Myers, FL

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Current Employers
Hbks Wealth Advisors

2725 Colonial Ave, Erie, PA 16506 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-16
  • FL RA
    APPROVED
    Since 2024-07-16

Branch Locations

8010 Summerlin Lakes Dr Suite 200, Ft Myers, FL 33907 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hbks Wealth Advisors Ft Myers FL 11/2023 Present
Jp Morgan Chase Bank Ft Myers FL 08/2023 11/2023
Morgan Stanley Ft Myers FL 06/2023 08/2023
Florida Gulf Coast University Estero FL 08/2019 12/2023
Largo High School Largo FL 08/2015 05/2019
Old Navy Clearwater FL 01/2019 08/2019
  • 11/2023 → Present
    Hbks Wealth Advisors
    Ft Myers, FL
  • 08/2023 → 11/2023
    Jp Morgan Chase Bank
    Ft Myers, FL
  • 06/2023 → 08/2023
    Morgan Stanley
    Ft Myers, FL
  • 08/2019 → 12/2023
    Florida Gulf Coast University
    Estero, FL
  • 08/2015 → 05/2019
    Largo High School
    Largo, FL
  • 01/2019 → 08/2019
    Old Navy
    Clearwater, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-25
  • S65 Uniform Investment Adviser Law Examination
    2024-06-25
Other Names
  • Iris J Serrano

View on SEC IAPD

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Other Investors

DANIELLE A LUCHT
Chelsea Lynn Scomak
BRIAN CHARLES REZNY
JESSICA ANN STANLEY
MATTHEW STEPHEN STRATTON
Anthony Nigro
DEREK S MCNEW
MICHAEL WILLIAM MCCORT

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Myers, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Myers, FL
REZNY WEALTH MANAGEMENT, INC. · FORT MYERS, FL
GIRARD ADVISORY SERVICES, LLC · Fort Myers, FL
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · Fort Myers, FL
LPL FINANCIAL LLC · FORT MYERS, FL
MAI CAPITAL MANAGEMENT, LLC · Fort Myers, FL
CETERA INVESTMENT ADVISERS LLC · Fort Myers, FL

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