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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

Brett Adam Dusch

Advisor at HBKS WEALTH ADVISORS

Warrendale, PA

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Search this name across graphsid dfx:ria:f2e4dedd-c8b5-4894-a1b1-21fd40149a97

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 16, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HBKS WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 14, 2016
First registration: Sep 16, 2016
Dual registered: yes, broker-dealer
IAPD individual key: 6663185

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HBKS WEALTH ADVISORS	Independent wealth	Aug 18, 2021	n/a	yes	Warrendale, PA	Current employment
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC	Asset manager	Sep 21, 2016	Aug 20, 2021	no	Boston, MA	Previous registration
FEDERATED INVESTMENT COUNSELING	Institutional manager	Sep 16, 2016	Aug 20, 2021	no	Pittsburgh, PA	Previous registration
FEDERATED SECURITIES CORP.	No RAUM reported	Sep 16, 2016	Aug 20, 2021	no	PITTSBURGH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FEDERATED INVESTMENT COUNSELING	MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC	Aug 20, 2021	Sep 21, 2016	-1,794	Channel change	Other
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC	HBKS WEALTH ADVISORS	Aug 20, 2021	Aug 18, 2021	-2	Firm change	Other
FEDERATED SECURITIES CORP.	FEDERATED INVESTMENT COUNSELING	Aug 20, 2021	Sep 16, 2016	-1,799	Channel change	Other

Relationships

Registered with (4)

→ HBKS WEALTH ADVISORSRegistered adviserregistration: current employment
Aug 18, 2021 to presentfactForm ADV
→ FEDERATED INVESTMENT COUNSELINGRegistered adviserregistration: previous registration
Sep 16, 2016 to Aug 20, 2021factForm ADV
→ MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLCRegistered adviserregistration: previous registration
Sep 21, 2016 to Aug 20, 2021factForm ADV
→ FEDERATED SECURITIES CORP.Registered adviserregistration: previous registration
Sep 16, 2016 to Aug 20, 2021factForm ADV

Dated events

No dated event names this entity yet.