HBK Sorce Brokerage LLC
Firm details
- Headquarters
- Canfield, Ohio
- CRD number
- 107690
- Registered since
- September 1, 2026
- Website
- hbkswealth.com
Firm profile
FINTRXOverview
HBK Sorce Brokerage LLC is organized as a limited liability company and appears in public records as a brokerage entity. The firm is listed as SEC-registered in 2026 and is owned by a combination of a domestic entity and an individual. Regulatory classifications in the available snapshot are minimal (listed as unclassified) and the firm reports that it is not a multi-state adviser, not a pension consultant, and not a related adviser to another registered firm. Publicly recorded attributes indicate limited operational detail beyond its registration and entity type. The firm does not identify itself as an active ESG investor, and it is not flagged as a capital allocator in the available data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Michael Wassmann
Chief Compliance OfficerCRD 5621134

Scott Cross
Chief Operating Officer, PrincipalCRD 3155528
Thomas Michael Angelo
Chief Executive OfficerCRD 5034129
Contacts
3 of 3David John Blasko
PrincipalCRD 6392437
Steven Heere
Director of FinanceCRD 7980030
Dominic Anthony Iii Mastropietro
Executive CommitteeCRD 7813668
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Canfield, OH
Mahoning
Location
Canfield, OH
Headquartered in Canfield, OH, anchoring the Youngstown-Warren, OH-PA metro in the Midwest.
- Metro area
- Youngstown-Warren, OH-PA
- Region
- Midwest
- County
- Mahoning
- Address
- 6603 Summit Dr
- Time zone
- ET (UTC-5)
- Office locations
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