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Advisor at HUB INVESTMENT PARTNERS, LLC
Santa Fe, NM | AUSTIN, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| HUB INVESTMENT PARTNERS, LLC | Independent wealth | Sep 18, 2023 | n/a | yes | AUSTIN, TX|Santa Fe, NM | Current employment |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Jan 3, 2019 | Oct 29, 2021 | no | Albuquerque, NM|ALBUQUERQUE, NM | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Jan 3, 2019 | Oct 29, 2021 | no | Albuquerque, NM | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Aug 21, 2018 | Nov 7, 2018 | no | ALBUQUERQUE, NM | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Jan 4, 2017 | Jul 12, 2018 | no | ALBUQUERQUE, NM | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Oct 29, 2021 | Jan 3, 2019 | -1,030 | Channel change | Other |
| TD AMERITRADE, INC. | HUB INVESTMENT PARTNERS, LLC | Oct 29, 2021 | Sep 18, 2023 | 689 | Firm change after gap | Other |
| EQUITABLE ADVISORS, LLC | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Nov 7, 2018 | Jan 3, 2019 | 57 | Firm change | Ibd to RIA |
| STRATEGIC ADVISERS LLC | EQUITABLE ADVISORS, LLC | Jul 12, 2018 | Aug 21, 2018 | 40 | Firm change | Ibd to ibd |