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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

JOSEPH YORK HUBBARD

Advisor at WELLS FARGO ADVISORS

CHAPEL HILL, NC

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Search this name across graphsid dfx:ria:20a214a6-b1af-be9b-c518-31e1c221dbe4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 3, 2014 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: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 8, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Nov 8, 2013
First registration: Feb 3, 2014
Dual registered: yes, broker-dealer
Other names: JOSEPH HUBBARD
IAPD individual key: 6243142

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
WELLS FARGO ADVISORS	Wirehouse	Sep 27, 2021	n/a	yes	CHAPEL HILL, NC	Current employment
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Nov 29, 2018	Oct 5, 2021	no	CARY, NC\|CARY, NC\|CLAYTON, NC\|CARY, NC\|CHAPEL HILL, NC\|CHAPEL HILL, NC\|CARRBORO, NC\|DURHAM, NC\|Carrboro, NC\|Chapel Hill, NC\|Chapel Hill, NC\|DURHAM, NC\|RALEIGH, NC\|Henderson, NC\|Wake Forest, NC	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Sep 1, 2015	Nov 6, 2018	no	Raleigh, NC\|Chapel Hill, NC\|Chapel Hill, NC	Previous registration
EDWARD JONES	National bd RIA	Feb 3, 2014	Jun 17, 2015	no	ST LOUIS, MO\|Durham, NC	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
PNC WEALTH MANAGEMENT	WELLS FARGO ADVISORS	Oct 5, 2021	Sep 27, 2021	-8	Firm change	Ibd to wirehouse
MML INVESTORS SERVICES, LLC	PNC WEALTH MANAGEMENT	Nov 6, 2018	Nov 29, 2018	23	Firm change	Ibd to ibd
EDWARD JONES	MML INVESTORS SERVICES, LLC	Jun 17, 2015	Sep 1, 2015	76	Firm change	Other

Relationships

Registered with (4)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Sep 27, 2021 to presentfactForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 29, 2018 to Oct 5, 2021factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Sep 1, 2015 to Nov 6, 2018factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Feb 3, 2014 to Jun 17, 2015factForm ADV

Dated events

No dated event names this entity yet.