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.
R••••• L•• H•••••••••
- Title
- Senior Wealth Advisorreportedhubrpw.comfirm site, Sep 15, 2026
- Designations
- CRPCreportedhubrpw.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 20reportedhubrpw.com“With over 20 years of experience in financial services, Robert brings a deep understanding of wealth management and client engagement.”
- Professional profile
- hubrpw.com/advisors/hip/robert-huddlestonreportedhubrpw.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/robert-huddleston-crpc%C2%AE-3b78404reportedhubrpw.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 Nov 19, 2024 · Austin, Tx
- A••••••••• F•••••••• S•••••••• L•• national BDFeb 17, 2023 to Jul 11, 2024 · Chicago, Il
- E•••••• C•••••• M••••••••• L•• formerJun 24, 2009 to Mar 8, 2023 · Arlington, Va
- S•••••••• A••••••• L•• national BDJun 19, 2007 to Feb 26, 2009 · Chicago, Il
- A••••••••• F•••••••• S•••••••• L•• to H•• I••••••••• P•••••••• L••left Jul 11, 2024, registered Nov 19, 2024 (131 days) · Affiliated broker-dealer or bank to independent RIA
- E•••••• C•••••• M••••••••• L•• to A••••••••• F•••••••• S•••••••• L••left Mar 8, 2023, registered Feb 17, 2023 (-19 days) · RIA to affiliated broker-dealer or bank
- S•••••••• A••••••• L•• to E•••••• C•••••• M••••••••• L••left Feb 26, 2009, registered Jun 24, 2009 (118 days) · Other
- R••••• L•• H••••••••• left A••••••••• F•••••••• S•••••••• L•• for H•• I••••••••• P•••••••• L•• (registered 2024-11-19)Jul 11, 2024 · Advisor changed firm · fact
- R••••• L•• H••••••••• left E•••••• C•••••• M••••••••• L•• for A••••••••• F•••••••• S•••••••• L•• (registered 2023-02-17)Mar 8, 2023 · 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address