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Advisor at HUB INVESTMENT PARTNERS, LLC
AUSTIN, TX | Oklahoma City, OK
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 19, 2024 | n/a | yes | Oklahoma City, OK|AUSTIN, TX | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Feb 15, 2022 | Jan 10, 2024 | no | Oklahoma City, OK | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Feb 10, 2021 | Feb 2, 2022 | no | Oklahoma City, OK|OKLAHOMA CITY, OK|OKLAHOMA CITY, OK | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Nov 30, 2020 | Feb 12, 2021 | no | OKLAHOMA CITY, OK | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Jul 7, 2016 | Dec 13, 2018 | no | EDMOND, OK | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Apr 6, 2000 | May 9, 2003 | no | OKLAHOMA CITY, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | HUB INVESTMENT PARTNERS, LLC | Jan 10, 2024 | Jan 19, 2024 | 9 | Firm change | Other |
| J.P. MORGAN SECURITIES LLC | CHARLES SCHWAB & CO., INC. | Feb 2, 2022 | Feb 15, 2022 | 13 | Firm change | Wirehouse to ibd |
| CETERA INVESTMENT ADVISERS LLC | J.P. MORGAN SECURITIES LLC | Feb 12, 2021 | Feb 10, 2021 | -2 | Firm change | Ibd to wirehouse |
| CITIGROUP GLOBAL MARKETS INC. | CETERA INVESTMENT ADVISERS LLC | May 9, 2003 | Jul 7, 2016 | 4,808 | Firm change after gap | Other |