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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercyhurst Prep | Erie | PA | 08/2015 | 05/2019 |
| Unemployed | Erie | PA | 05/2019 | 08/2019 |
| Gannon University | Erie | PA | 08/2019 | 05/2023 |
| Hbks Wealth Advisors | Erie | PA | 05/2022 | Present |
| Hbk Sorce Insurance Llc | Canfield | OH | 06/2024 | Present |
1. Sinai Sports LLC. Not investment related. 2311 W 15th St, Erie, PA 16505. Fitness. Fitness coach. 10/2024. 6/0. Weekly fitness coach for adults. 2. Erie Playhouse. Not investment related. 13 W 10th St, Erie, PA 16501. Board member. 01/2024. 4/0. Attend board meetings and assist with Treasurer duties - no check writing capabilities. 3. HBK Sorce Insurance LLC. Investment Related. 6603 Summit Dr. Canfield, OH 44406. Insurance Agent. Insurance sales. 1 hr/mo; 1hr/during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-25 |
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