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RIA / WealthAdvisorCertified Financial Planner14 years in industry

DENNIS WALTER BIELIK

Advisor at HUB INVESTMENT PARTNERS, LLC

Austin, TX | AUSTIN, TX

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Search this name across graphsid dfx:ria:dca15bbe-5162-6727-3d9d-efe34090f372

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: May 23, 2012 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jan 10, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 15
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jan 10, 2012
First registration: May 23, 2012
Dual registered: no
IAPD individual key: 5980756

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HUB INVESTMENT PARTNERS, LLC	Independent wealth	Jan 4, 2022	n/a	yes	Austin, TX\|AUSTIN, TX	Current employment
HUB INVESTMENT PARTNERS, LLC	Independent wealth	Jul 3, 2020	Dec 31, 2021	no	AUSTIN, TX	Previous registration
TCG ADVISORS, LP	Former SEC adviser	Apr 15, 2019	Dec 8, 2020	no	AUSTIN, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 15, 2016	Feb 2, 2018	no	Austin, TX\|Dallas, TX\|Phoenix, AZ	Previous registration
RFG ADVISORY, LLC	Independent wealth	Oct 21, 2015	Apr 12, 2016	no	Creve Coeur, MO\|VESTAVIA HILLS, AL	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Jun 11, 2014	Aug 7, 2015	no	SAINT LOUIS, MO	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	May 23, 2012	Jun 2, 2014	no	FORT WORTH, TX	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	May 23, 2012	Jun 2, 2014	no	FORT WORTH, TX\|WestLake, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TCG ADVISORS, LP	HUB INVESTMENT PARTNERS, LLC	Dec 8, 2020	Jul 3, 2020	-158	Firm change after gap	Other
CHARLES SCHWAB & CO., INC.	TCG ADVISORS, LP	Feb 2, 2018	Apr 15, 2019	437	Firm change after gap	Other
RFG ADVISORY, LLC	CHARLES SCHWAB & CO., INC.	Apr 12, 2016	Jun 15, 2016	64	Firm change	Other
SCOTTRADE INVESTMENT MANAGEMENT	RFG ADVISORY, LLC	Aug 7, 2015	Oct 21, 2015	75	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	SCOTTRADE INVESTMENT MANAGEMENT	Jun 2, 2014	Jun 11, 2014	9	Firm change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jun 2, 2014	May 23, 2012	-740	Channel change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
112685:307956:TX:2020-12-08	Dec 8, 2020	Jul 3, 2020	AUSTIN, TX	Firm change after gap

Relationships

Registered with (7)

→ HUB INVESTMENT PARTNERS, LLCRegistered adviserregistration: previous registration
Jul 3, 2020 to Dec 31, 2021factForm ADV
→ TCG ADVISORS, LPRegistered adviserregistration: previous registration
Apr 15, 2019 to Dec 8, 2020factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 15, 2016 to Feb 2, 2018factForm ADV
→ RFG ADVISORY, LLCRegistered adviserregistration: previous registration
Oct 21, 2015 to Apr 12, 2016factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Jun 11, 2014 to Aug 7, 2015factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 23, 2012 to Jun 2, 2014factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
May 23, 2012 to Jun 2, 2014factForm ADV

Dated events

No dated event names this entity yet.