RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
John Robert Sturgis
- Title
- Senior Wealth Advisorreportedhubrpw.comfirm site, Sep 15, 2026
- Designations
- CFPreportedhubrpw.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 30reportedhubrpw.com“in Business Administration from Chapman College and has over 30 years of experience as a CERTIFIED FINANCIAL PLANNER®.”
- Professional profile
- hubrpw.com/advisors/hip/john-sturgisreportedhubrpw.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Hub Investment Partners, LLC independent RIA currentsince Jan 5, 2022 · Austin, Tx
- Hub Investment Partners, LLC independent RIAJan 15, 2021 to Dec 31, 2021 · Austin, Tx
- Td Ameritrade Investment Management, LLC formerJan 9, 2019 to Sep 15, 2020 · Albuquerque, Nm
- Td Ameritrade, Inc. formerJan 9, 2019 to Sep 15, 2020 · Albuquerque, Nm
- Charles Schwab & Co., Inc. national BDApr 10, 2014 to Dec 7, 2018 · Stockton, Ca
- Cuna Brokerage Services, Inc. formerMar 16, 2010 to Mar 11, 2014 · Waverly, Ia
- LPL Financial LLC BD affiliatedJul 22, 2009 to Mar 5, 2010 · El Segundo, Ca
- Cuna Brokerage Services, Inc. formerMay 15, 2008 to Jun 9, 2009 · Waverly, Ia
- LPL Financial LLC BD affiliatedAug 31, 2007 to May 6, 2008 · Sacramento, Ca
- Secu Brokerage Services unclassifiedMay 3, 2006 to Nov 6, 2007 · Sacramento, Ca
- U.S. Bancorp Investments, Inc. formerNov 16, 2005 to May 5, 2006 · Citrus Heights, Ca
- Secu Brokerage Services unclassifiedOct 8, 2004 to Feb 22, 2005 · Sacramento, Ca
- Ifmg Securities, Inc. unclassifiedJan 28, 2004 to Oct 7, 2004 · Sacramento, Ca
- U.S. Bancorp Advisors, LLC BD affiliatedMar 14, 2003 to Dec 8, 2003 · Sacramento, Ca
- LPL Financial LLC BD affiliatedJun 29, 2000 to Mar 6, 2003 · Los Angeles, Ca
- Td Ameritrade Investment Management, LLC to Hub Investment Partners, LLCleft Sep 15, 2020, registered Jan 15, 2021 (122 days) · Other
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Sep 15, 2020, registered Jan 9, 2019 (-615 days) · channel change inside one enterprise, not a move
- Charles Schwab & Co., Inc. to Td Ameritrade, Inc.left Dec 7, 2018, registered Jan 9, 2019 (33 days) · Other
- Cuna Brokerage Services, Inc. to Charles Schwab & Co., Inc.left Mar 11, 2014, registered Apr 10, 2014 (30 days) · Other
- LPL Financial LLC to Cuna Brokerage Services, Inc.left Mar 5, 2010, registered Mar 16, 2010 (11 days) · Other
- Cuna Brokerage Services, Inc. to LPL Financial LLCleft Jun 9, 2009, registered Jul 22, 2009 (43 days) · Other
- LPL Financial LLC to Cuna Brokerage Services, Inc.left May 6, 2008, registered May 15, 2008 (9 days) · Other
- Secu Brokerage Services to LPL Financial LLCleft Nov 6, 2007, registered Aug 31, 2007 (-67 days) · Other
- U.S. Bancorp Investments, Inc. to Secu Brokerage Servicesleft May 5, 2006, registered May 3, 2006 (-2 days) · Other
- Secu Brokerage Services to U.S. Bancorp Investments, Inc.left Feb 22, 2005, registered Nov 16, 2005 (267 days) · Other
- Ifmg Securities, Inc. to Secu Brokerage Servicesleft Oct 7, 2004, registered Oct 8, 2004 (1 days) · Other
- U.S. Bancorp Advisors, LLC to Ifmg Securities, Inc.left Dec 8, 2003, registered Jan 28, 2004 (51 days) · Other
- LPL Financial LLC to U.S. Bancorp Advisors, LLCleft Mar 6, 2003, registered Mar 14, 2003 (8 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address