5121 Zuck Road, Erie, PA, 16506
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Michael is the Chief Compliance Officer for HBK Sorce Advisory and Park Shore Partners LLC, and HBK Sorce Brokerage LLC. He also oversees the insurance department as President of HBK Sorce Insurance LLC and provides asset management services to UP Strategic Wealth Investments Advisors LLC, and back office services to Pinion Wealth Management. Michael also works as an attorney doing legal consulting.