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Advisor at HUB INVESTMENT PARTNERS, LLC
San Diego, CA | 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 | Jan 4, 2022 | n/a | yes | San Diego, CA|AUSTIN, TX | Current employment |
| HUB INVESTMENT PARTNERS, LLC | Independent wealth | Jun 29, 2021 | Dec 31, 2021 | no | AUSTIN, TX | Previous registration |
| DBA STONE WEALTH MANAGEMENT | Former SEC adviser | Jul 3, 2018 | Jun 7, 2021 | no | AUSTIN, TX | Previous registration |
| WEALTH ANALYTICS PARTNERS, LLC | Independent wealth | May 4, 2017 | Aug 17, 2017 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DBA STONE WEALTH MANAGEMENT | HUB INVESTMENT PARTNERS, LLC | Jun 7, 2021 | Jun 29, 2021 | 22 | Firm change | Other |
| WEALTH ANALYTICS PARTNERS, LLC | DBA STONE WEALTH MANAGEMENT | Aug 17, 2017 | Jul 3, 2018 | 320 | Firm change | Other |