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Advisor at VANGUARD ADVISERS, INC.
SCOTTSDALE, AZ
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 |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Feb 12, 2026 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Jan 14, 2026 | Jan 15, 2026 | no | SCOTTSDALE, AZ | Previous registration |
| HUB INVESTMENT PARTNERS, LLC | Independent wealth | Aug 6, 2025 | Dec 15, 2025 | no | Scottsdale, AZ|AUSTIN, TX | Previous registration |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | Jul 8, 2024 | Jan 12, 2026 | no | SAN RAFAEL, CA|Scottsdale, AZ | Previous registration |
| CRESSET ASSET MANAGEMENT, LLC | Independent wealth | Mar 27, 2023 | May 17, 2024 | no | Scottsdale, AZ|CHICAGO, IL | Previous registration |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Mar 16, 2022 | Jan 27, 2023 | no | Scottsdale, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | HUB INVESTMENT PARTNERS, LLC | Jan 12, 2026 | Aug 6, 2025 | -159 | Firm change after gap | Other |
| HUB INVESTMENT PARTNERS, LLC | VANGUARD ADVISERS, INC. | Dec 15, 2025 | Jan 14, 2026 | 30 | Firm change | RIA to ibd |
| CRESSET ASSET MANAGEMENT, LLC | GLOBAL RETIREMENT PARTNERS LLC | May 17, 2024 | Jul 8, 2024 | 52 | Firm change | Other |
| VANGUARD ADVISERS, INC. | CRESSET ASSET MANAGEMENT, LLC | Jan 27, 2023 | Mar 27, 2023 | 59 | Firm change | Ibd to RIA |