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.

Current firm

HUB INVESTMENT PARTNERS, LLC

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

May 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S65

First exam

Sep 12, 2017

First registration

Sep 12, 2017

Dual registered

no

Other names

Patrick W. Dupont|Patrick Wlliam Dupont

IAPD individual key

6844751

• Occurred

  Jan 23, 2025
  Advisor changed firm

  Patrick William Dupont left Millennium Advisory Services, Inc. for Hub Investment Partners, Llc (registered 2024-12-23)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:54c21325-3ecb-a408-86d2-a44f5a7d52ee

First observed

Sep 12, 2017

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.