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Advisor at HUB INVESTMENT PARTNERS, LLC
Chicago, IL | 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 | Nov 19, 2024 | n/a | yes | AUSTIN, TX|Chicago, IL | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Feb 17, 2023 | Jul 11, 2024 | no | CHICAGO, IL|Park Ridge, IL | Previous registration |
| E*TRADE CAPITAL MANAGEMENT, LLC | Former SEC adviser | Jun 24, 2009 | Mar 8, 2023 | no | ARLINGTON, VA|Chicago, IL|Chicago, IL | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Jun 19, 2007 | Feb 26, 2009 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | HUB INVESTMENT PARTNERS, LLC | Jul 11, 2024 | Nov 19, 2024 | 131 | Firm change | Ibd to RIA |
| E*TRADE CAPITAL MANAGEMENT, LLC | AMERIPRISE FINANCIAL SERVICES, LLC | Mar 8, 2023 | Feb 17, 2023 | -19 | Firm change | RIA to ibd |
| STRATEGIC ADVISERS LLC | E*TRADE CAPITAL MANAGEMENT, LLC | Feb 26, 2009 | Jun 24, 2009 | 118 | Firm change | Other |