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 Partners, LLC

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
Lionel Charles FullerHub Investment Partners, LLC independent RIABridgecreek Financial Group independent RIARIA to RIAJul 15, 2026Jul 10, 2026
Jackson FullerHub Investment Partners, LLC independent RIABridgecreek Financial Group independent RIARIA to RIAJul 15, 2026Jul 10, 2026
Leon JiangHub Investment Partners, LLC independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAJul 13, 2026Aug 19, 2026 (37 d)
Charles Parsa GholamiHub Investment Partners, LLC independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 10, 2026Aug 11, 2026 (62 d)
Christopher Ryan TookerHub Investment Partners, LLC independent RIAGlobal Retirement Partners LLC institutionalOtherApr 24, 2026Apr 27, 2026
Teresa Jay DigregorioHub Investment Partners, LLC independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 15, 2025Jan 14, 2026
Vincent De Paul MatthewsHub Investment Partners, LLC mixed wealthEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 25, 2024Dec 3, 2024
Michael Blake RhodesHub Investment Partners, LLC mixed wealthNewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 16, 2024Sep 27, 2024
Robert K BrittonHub Investment Partners, LLC mixed wealthNewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 16, 2024Dec 9, 2024 (54 d)
Nicole Michelle AlbrechtHub Investment Partners, LLC mixed wealthNewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 16, 2024Sep 23, 2024
Matthew James AndersonHub Investment Partners, LLC mixed wealthNewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 16, 2024Sep 20, 2024
Sarah Juliet NadiriHub Investment Partners, LLC mixed wealthSchwab Wealth Advisory, Inc. no RAUMOtherSep 6, 2024Sep 24, 2024
Mark EssenfeldHub Investment Partners, LLC mixed wealthSoltis Investment Advisors, LLC independent RIARIA to RIAJul 22, 2024Jul 8, 2024
Johnny C FowlerHub Investment Partners, LLC mixed wealthIntegrated Advisors Network LLC independent RIARIA to RIAMay 21, 2024Mar 3, 2025 (286 d)
Jeffrey Cyr MorneaultHub Investment Partners, LLC otherOptas, LLC independent RIAOtherAug 10, 2023Aug 17, 2023
Arthur A WexlerHub Investment Partners, LLC otherJ.P. Morgan Securities LLC wirehouseOtherAug 2, 2023Sep 29, 2023 (58 d)
Macy HauptmannHub Investment Partners, LLC otherKestra Advisory Services, LLC BD affiliatedOtherJun 21, 2023Jul 12, 2023
Ziying ZhouHub Investment Partners, LLC otherHightower Advisors, LLC BD affiliatedOtherMar 30, 2023Sep 21, 2023 (175 d)
Elisabeth M MaysHub Investment Partners, LLC otherSecurities America Advisors, Inc. BD affiliatedOtherJan 3, 2023Nov 21, 2022
Devin Macgregor TurnerHub Investment Partners, LLC otherCompound Planning, Inc. independent RIAOtherDec 31, 2022Feb 2, 2023 (33 d)
Douglas WhiteHub Investment Partners, LLC otherNext Financial Group, Inc. BD affiliatedOtherNov 18, 2022Feb 17, 2023 (91 d)
Sean Robert RomeroHub Investment Partners, LLC otherIntervest International, Inc. independent RIAOtherOct 4, 2022Sep 12, 2022
Clayton Thomas PuckettHub Investment Partners, LLC otherNationwide Investment Advisors, LLC BD affiliatedOtherAug 16, 2022Sep 1, 2022
Garrett PittmanHub Investment Partners, LLC otherKestra Advisory Services, LLC BD affiliatedOtherJun 28, 2021Aug 13, 2021 (46 d)
Michael Edward CollinsHub Investment Partners, LLC otherTrajan Wealth, L.L.C. independent RIAOtherJun 7, 2021Jun 1, 2021
Justin Randall FellersHub Investment Partners, LLC otherCharles Schwab & Co., Inc. national BDOtherApr 1, 2021May 11, 2021 (40 d)
Brian Edward CurrieHub Investment Partners, LLC otherWealthharbor Capital Group, LLC mixed wealthOtherMar 8, 2021Mar 16, 2021
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27 moves match.