DFX Intelligence

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.

Registered advisor

Dennis Walter Bielik

Hub Investment Partners, LLCindependent RIAAustin, Tx IA-onlyIAPD 5980756

Certified Financial Planner

Feed of 09/14/2026

At current firm

4 y

since Jan 4, 2022

In the industry

14 y

since Jan 10, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Executive Vice Presidentreportedhubrpw.comfirm site, Sep 15, 2026
Designations: CFP, CFA, FRMreportedhubrpw.comas printed on the bio page, Sep 16, 2026
Professional profile: hubrpw.com/advisors/hip/dennis-bielikreportedhubrpw.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/dennis-bielik-cfa%C2%AE-cfp%C2%AE-frm-aa37154areportedhubrpw.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.

Registration history

IAPD current and previous registrations

Hub Investment Partners, LLC independent RIA current
since Jan 4, 2022 · Austin, Tx
Hub Investment Partners, LLC independent RIA
Jul 3, 2020 to Dec 31, 2021 · Austin, Tx
Tcg Advisors, LP former
Apr 15, 2019 to Dec 8, 2020 · Austin, Tx
Charles Schwab & Co., Inc. national BD
Jun 15, 2016 to Feb 2, 2018 · Austin, Tx
Rfg Advisory, LLC independent RIA
Oct 21, 2015 to Apr 12, 2016 · Creve Coeur, Mo
Scottrade Investment Management former
Jun 11, 2014 to Aug 7, 2015 · Saint Louis, Mo
Td Ameritrade, Inc. former
May 23, 2012 to Jun 2, 2014 · Fort Worth, Tx
Td Ameritrade Investment Management, LLC former
May 23, 2012 to Jun 2, 2014 · Fort Worth, Tx

Moves

a registration end followed by a registration begin elsewhere

Tcg Advisors, LP to Hub Investment Partners, LLC
left Dec 8, 2020, registered Jul 3, 2020 (-158 days) · Other · moved with a team
Charles Schwab & Co., Inc. to Tcg Advisors, LP
left Feb 2, 2018, registered Apr 15, 2019 (437 days) · Other
Rfg Advisory, LLC to Charles Schwab & Co., Inc.
left Apr 12, 2016, registered Jun 15, 2016 (64 days) · Other
Scottrade Investment Management to Rfg Advisory, LLC
left Aug 7, 2015, registered Oct 21, 2015 (75 days) · Other
Td Ameritrade Investment Management, LLC to Scottrade Investment Management
left Jun 2, 2014, registered Jun 11, 2014 (9 days) · Other
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Jun 2, 2014, registered May 23, 2012 (-740 days) · channel change inside one enterprise, not a move

Signals

No dated event on this person.

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address