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1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-05-31 |
| PA | RA | APPROVED | 2019-01-29 |
Branch Locations
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H K Wealth Management, Inc | Williamsport | PA | 01/2013 | 01/2019 |
| Commonwealth Financial Network | Waltham | MA | 09/2015 | 01/2019 |
| Evergreen Wealth Solutions, Llc | Williamsport | PA | 01/2019 | Present |
1. Fixed insurance sales through HK Wealth Management; As of 01/26/2015; Approximately 5% time spend during securities hours; Conducted at branch; Investment related. 2. Mcharris Realty LLC, Co-owner of real estate holding company; as of 12/2009; Approximately 0% time spent during securities hours; Conducted at branch; Investment related. 3. 100% owner, Willow Walk, LLC, an entity created for the purpose of owning and managing real estate at 125 East Willow St., Williamsport, PA 17701, as of 01/22/2019; Approximately 0% time spent during securities trading hours per month; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-30 |
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