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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J•••••• A••• C•••••
- Title
- Senior Wealth Advisorreportedhubrpw.comfirm site, Sep 15, 2026
- Designations
- CFP, CIMA, CDFAreportedhubrpw.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 30reportedhubrpw.com“Jeff is a Senior Wealth Advisor at HUB Investment Partners with over 30 years of experience in the financial services industry.”
- Professional profile
- hubrpw.com/advisors/hip/jeff-churbareportedhubrpw.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.
- H•• I••••••••• P•••••••• L•• independent RIA currentsince Aug 12, 2024 · Austin, Tx
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJan 12, 2024 to Jun 11, 2024 · Austin, Tx
- P••••• I••••••••• M••••••••• L•• asset managerAug 4, 2016 to Jan 17, 2024 · Andover, Ma
- A••••••• A•••• M••••••••• I••• mixed wealthNov 7, 2008 to Nov 17, 2008 · Conshohocken, Pa
- L•••••• F•••••••• D••••••••• I••• unclassifiedMar 18, 2005 to Feb 24, 2011 · Radnor, Pa
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to H•• I••••••••• P•••••••• L••left Jun 11, 2024, registered Aug 12, 2024 (62 days) · Affiliated broker-dealer or bank to independent RIA
- P••••• I••••••••• M••••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jan 17, 2024, registered Jan 12, 2024 (-5 days) · Other
- L•••••• F•••••••• D••••••••• I••• to A••••••• A•••• M••••••••• I•••left Feb 24, 2011, registered Nov 7, 2008 (-839 days) · Other
- A••••••• A•••• M••••••••• I••• to P••••• I••••••••• M••••••••• L••left Nov 17, 2008, registered Aug 4, 2016 (2817 days) · Other
- J•••••• A••• C••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for H•• I••••••••• P•••••••• L•• (registered 2024-08-12)Jun 11, 2024 · Advisor changed firm · fact
- J•••••• A••• C••••• left P••••• I••••••••• M••••••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2024-01-12)Jan 17, 2024 · Advisor changed firm · fact
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
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address