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Current Employers
Park Shore Partners Llc

2725 Colonial Ave, Erie, PA 16506 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-08-17
  • PA RA
    APPROVED
    Since 2023-08-17

Branch Locations

200 Pinewood Ln Suite 204, Warrendale, PA 15086 • United States

Hbks Wealth Advisors

2725 Colonial Ave, Erie, PA 16506 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2014-06-16
  • PA RA
    APPROVED
    Since 2014-06-16

Branch Locations

200 Pinewood Lane Suite 204, Warrendale, PA 15086 • 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 Warrendale PA 06/2014 Present
Park Shore Partners Naples FL 08/2023 Present
  • 06/2014 → Present
    Warrendale, PA
  • 08/2023 → Present
    Park Shore Partners
    Naples, FL
Previous Registrations
  • 2012-08-09 → 2014-06-27
    Rayliant Asset Management, Llc
    Pittsburgh, PA
  • 2013-12-09 → 2014-06-16
    Partnervest Advisory Services Llc
    Pittsburgh, PA
    Santa Barbara, CA
  • 2007-11-29 → 2012-07-23
    Wheeling, WV
    Wheeling, WV
  • 2006-10-23 → 2007-12-21
    Pittsburgh, PA
  • 2001-11-06 → 2004-12-31
    Garrison Institutional Asset Management
    Pittsburgh, PA
Other Businesses

1) HBK Fort Myers Realty, LLC. Investment Related. 6603 Summit Drive, Canfield, OH 44406. Rental Property. Principal/Owner. 03/2020. 0 Hrs/Mo. Passive. 2) HBK Erie Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 3) HBK Hermitage Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 4) HBK Meadville Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 5) HBK Financial Holdings. Not Investment Related. 6603 Summit Drive, Canfield OH 44406. Holding Company. Owner/Member. Start 9/2017. 0 hours per month. Passive Owner. 6) HBKS Wealth Advisors. Investment Related. 200 Pinewood Ln, Suite 204, Warrendale, PA 15086. RIA. Principal, Chief Investment Officer. 06/2014. 160 hrs per month/during trading hours. 7) Park Shore Partners. Investment Related. 3838 Tamiami Trail N, Suite 100, Naples, FL 34103. RIA. Principal, Chief Investment Officer. 06/2014. 160 hrs per month/during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-21
  • S66 Uniform Combined State Law Examination
    2000-09-21
Designations

View on SEC IAPD

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