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Advisor at HUB INVESTMENT PARTNERS, LLC
Albuquerque, 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 | Jun 4, 2026 | n/a | yes | AUSTIN, TX|Albuquerque, NM | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | Jun 11, 2026 | no | ALBUQUERQUE, NM|ALBUQUERQUE, NM|BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Dec 18, 2023 | Mar 31, 2025 | no | ALBUQUERQUE, NM | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jun 6, 2023 | Aug 31, 2023 | no | Albuquerque, NM | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | HUB INVESTMENT PARTNERS, LLC | Jun 11, 2026 | Jun 4, 2026 | -7 | Firm change | Ibd to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| AMERIPRISE FINANCIAL SERVICES, LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Aug 31, 2023 | Dec 18, 2023 | 109 | Firm change | Ibd to ibd |