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.

Advisor moves

Departures from Hub Investment Advisors, Inc

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Jeffrey Donald SharpHub Investment Advisors, Inc otherHub Investment Partners, LLC independent RIAOtherMar 30, 2026Jan 6, 2026
Gary Michael SmithHub Investment Advisors, Inc otherHub Investment Partners, LLC independent RIAOtherMar 30, 2026Jan 6, 2026
Thomas John Von RiesenHub Investment Advisors, Inc otherHub Investment Partners, LLC independent RIAOtherMar 30, 2026Jan 28, 2026
Patrick Michael FayHub Investment Advisors, Inc otherHub Investment Partners, LLC independent RIAOtherMar 30, 2026Jan 6, 2026
Brian Lynch CollinsHub Investment Advisors, Inc otherTaylor Advisors, Inc., A Hub International Company otherOtherMar 30, 2026Jun 27, 2022
Christopher Ryan TookerHub Investment Advisors, Inc otherHub Investment Partners, LLC independent RIAOtherMar 30, 2026Jan 6, 2026
Julia T RasellHub Investment Advisors, Inc otherHub Investment Partners, LLC independent RIAOtherMar 30, 2026Jan 26, 2026
Josef Nazir GhaussyHub Investment Advisors, Inc otherHub Investment Partners, LLC independent RIAOtherMar 30, 2026Jan 6, 2026
Kevin William NovakHub Investment Advisors, Inc otherHub Investment Partners, LLC independent RIAOtherJan 28, 2026Mar 17, 2026 (48 d)
Elisabeth M MaysHub Investment Advisors, Inc mixed wealthHub Investment Partners, LLC otherOtherDec 13, 2022Sep 1, 2021
Jessica Ann OdorisioHub Investment Advisors, Inc otherLockton Investment Advisors, LLC institutionalOtherJan 23, 2020Jan 23, 2020
Joseph Ryan HefflingerHub Investment Advisors, Inc otherLutz Financial otherOtherJan 23, 2015Mar 13, 2015 (49 d)
Matthew James HickeyHub Investment Advisors, Inc otherCwa Asset Management Group otherOtherNov 4, 2013Nov 4, 2013
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13 moves match.