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.
Paul Jacob Hurley
- Designations
- AIF, AAMSreportedgreenupwealth.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 20reportedgreenupwealth.com“Paul is an Accredited Investment Fiduciary (AIF) and Accredited Asset Management Specialist (AAMS) with more than 20 years of experience in the financial services industry.”
- Professional profile
- greenupwealth.com/team/paul-hurleyreportedgreenupwealth.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.
- Greenup Street Wealth Management LLC independent RIA currentsince Apr 16, 2026 · Wasilla, Ak
- Arbor Capital Management Inc independent RIASep 2, 2022 to Apr 10, 2026 · Anchorage, Ak
- Cuso Financial Services, L.P. formerApr 19, 2021 to Sep 6, 2022 · Anchorage, Ak
- Charles Schwab & Co., Inc. national BDAug 28, 2012 to Apr 26, 2021 · Anchorage, Ak
- Wells Fargo Investments, LLC unclassifiedMay 8, 2009 to Oct 5, 2010 · Anchorage, Ak
- Arbor Capital Management Inc to Greenup Street Wealth Management LLCleft Apr 10, 2026, registered Apr 16, 2026 (6 days) · RIA to RIA · moved with a team
- Cuso Financial Services, L.P. to Arbor Capital Management Incleft Sep 6, 2022, registered Sep 2, 2022 (-4 days) · Affiliated broker-dealer or bank to independent RIA
- Charles Schwab & Co., Inc. to Cuso Financial Services, L.P.left Apr 26, 2021, registered Apr 19, 2021 (-7 days) · Affiliated broker-dealer or bank to another
- Wells Fargo Investments, LLC to Charles Schwab & Co., Inc.left Oct 5, 2010, registered Aug 28, 2012 (693 days) · Other
- Paul Jacob Hurley left Arbor Capital Management Inc for Greenup Street Wealth Management Llc (registered 2026-04-16)Apr 10, 2026 · Advisor changed firm · fact
- Paul Jacob Hurley left Cuso Financial Services, L.P. for Arbor Capital Management Inc (registered 2022-09-02)Sep 6, 2022 · 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address