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
Susan Patricia Hubbell Sanchez
Feed of 09/14/2026
Also filed as Susan P Hubbell
At current firm
2 y
since Mar 22, 2024
In the industry
13 y
since Dec 1, 2012 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Assuredpartners Investment Advisors mixed wealth currentsince Mar 22, 2024 · Houston, Tx
- World Investment Advisors, LLC otherDec 22, 2023 to Dec 17, 2024 · Houston, Tx
- Creative Planning independent RIADec 19, 2021 to Dec 4, 2023 · Overland Park, Ks
- Lockton Investment Advisors, LLC no RAUMOct 29, 2020 to Dec 31, 2021 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
- World Investment Advisors, LLC to Assuredpartners Investment Advisorsleft Dec 17, 2024, registered Mar 22, 2024 (-270 days) · Other
- Creative Planning to World Investment Advisors, LLCleft Dec 4, 2023, registered Dec 22, 2023 (18 days) · Other
- Lockton Investment Advisors, LLC to Creative Planningleft Dec 31, 2021, registered Dec 19, 2021 (-12 days) · corporate re-registration, not a move
Signals
- Susan Patricia Hubbell Sanchez left World Investment Advisors, Llc for Assuredpartners Investment Advisors (registered 2024-03-22)Dec 17, 2024 · Advisor changed firm · fact
- Susan Patricia Hubbell Sanchez left Creative Planning for World Investment Advisors, Llc (registered 2023-12-22)Dec 4, 2023 · Advisor changed firm · fact
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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address