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O'Connor Knight Suffich

Investment Adviser Representative at HBKS WEALTH ADVISORS

Stuart, FLCRD #7158513Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

O'connor Knight Suffich is a registered investment adviser representative. O'connor Knight Suffich has passed the Series 66 and 7 examinations.

Registrations & licenses

Registration type
Dual-registered
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/12/2019
Series 7
General Securities Representative Examination
Passed 3/26/2024
SIE
Securities Industry Essentials Examination
Passed 8/27/2019

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

HBKS Wealth Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

HBKS WEALTH ADVISORS
1/20/20225/20/2026Stuart, FL
EDWARD JONES
10/15/20191/3/2022Hobe Sound, FL

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at HBKS WEALTH ADVISORS

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View HBKS WEALTH ADVISORS firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. O'Connor Knight Suffich has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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O'Connor Knight Suffich - Financial Advisor in Stuart, FL | AdvisorFinder