DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at 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
Dakota Shea StatonPruco Securities, LLC BD affiliatedHub Investment Partners, LLC otherOtherSep 22, 2023Oct 17, 2023
Katherine WrightFirst Command Advisory Services BD affiliatedHub Investment Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 21, 2023Jun 18, 2025 (667 d)
Elisabeth M MaysHub Investment Advisors, Inc mixed wealthHub Investment Partners, LLC otherOtherDec 13, 2022Sep 1, 2021
Vincent De Paul MatthewsCetera Investment Advisers LLC BD affiliatedHub Investment Partners, LLC otherOtherAug 12, 2022Aug 25, 2023 (378 d)
Alisha Virag WesserRBC Capital Markets, LLC national BDHub Investment Partners, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAJul 27, 2022Dec 19, 2024 (876 d)
Ziying ZhouNorthwestern Mutual Investment Services,LLC no RAUMHub Investment Partners, LLC otherOtherJun 20, 2022Feb 13, 2023 (238 d)
Craig Carlton AdamsLPL Financial LLC independent RIAHub Investment Partners, LLC independent RIARIA to RIAApr 20, 2022Dec 18, 2025 (1338 d)
Ryan C MayerTd Ameritrade, Inc. no RAUMHub Investment Partners, LLC otherOtherOct 29, 2021Sep 18, 2023 (689 d)
Arthur A WexlerEdward Jones national BDHub Investment Partners, LLC otherOtherOct 28, 2021Mar 2, 2022 (125 d)
Ernest Jay HornRaymond James Financial Services Advisors, Inc BD affiliatedHub Investment Partners, LLC otherOtherJun 28, 2021Aug 1, 2021 (34 d)
George R FeidHorace Mann Investors, Inc. no RAUMHub Investment Partners, LLC otherOtherJun 14, 2021Mar 15, 2022 (274 d)
Sarah Juliet NadiriRegency Investment Advisors Inc independent RIAHub Investment Partners, LLC otherOtherJun 14, 2021Aug 1, 2021 (48 d)
Jason Russell HesslerInvst, LLC independent RIAHub Investment Partners, LLC otherOtherJun 7, 2021May 9, 2022 (336 d)
Alexander Joseph GarciaDba Stone Wealth Management independent RIAHub Investment Partners, LLC otherOtherJun 7, 2021Jun 29, 2021
Ryan Joel CanalesCommonwealth Financial Network national BDHub Investment Partners, LLC otherOtherApr 8, 2021Apr 20, 2021
Carrie Irene YatesTd Ameritrade, Inc. no RAUMHub Investment Partners, LLC otherOtherJan 20, 2021Apr 8, 2021 (78 d)
Marques T CormierZt Wealth Advisory unclassifiedHub Investment Partners, LLC otherOtherDec 11, 2020Jan 7, 2021
Michael Edward CollinsTcg Advisors, LP otherHub Investment Partners, LLC otherOtherDec 8, 2020Jul 3, 2020
John Joseph PesceTcg Advisors, LP otherHub Investment Partners, LLC otherOtherDec 8, 2020Jul 3, 2020
Sherry Lynn EchartTcg Advisors, LP otherHub Investment Partners, LLC otherOtherDec 8, 2020Jul 3, 2020
Michael Blake RhodesTcg Advisors, LP otherHub Investment Partners, LLC otherOtherDec 8, 2020Jul 3, 2020
Garrett PittmanTcg Advisors, LP otherHub Investment Partners, LLC otherOtherDec 8, 2020Jul 3, 2020
Christopher James JamailTcg Advisors, LP otherHub Investment Partners, LLC otherOtherDec 8, 2020Jul 3, 2020
Robert K BrittonTcg Advisors, LP otherHub Investment Partners, LLC otherOtherDec 8, 2020Jul 3, 2020
Johnny C FowlerTcg Advisors, LP otherHub Investment Partners, LLC otherOtherDec 8, 2020Jul 3, 2020
Nicole Michelle AlbrechtTcg Advisors, LP otherHub Investment Partners, LLC otherOtherDec 8, 2020Jul 3, 2020
Matthew James AndersonTcg Advisors, LP otherHub Investment Partners, LLC otherOtherDec 8, 2020Jul 3, 2020
Douglas WhiteTcg Advisors, LP otherHub Investment Partners, LLC otherOtherDec 8, 2020Jul 3, 2020
Eric Michael LightTcg Advisors, LP otherHub Investment Partners, LLC otherOtherDec 8, 2020Jul 3, 2020
Daniel Austin DriverTcg Advisors, LP otherHub Investment Partners, LLC otherOtherDec 8, 2020Jul 3, 2020
Dennis Walter BielikTcg Advisors, LP otherHub Investment Partners, LLC otherOtherDec 8, 2020Jul 3, 2020
Garrett AdamsTcg Advisors, LP otherHub Investment Partners, LLC otherOtherDec 8, 2020Jul 3, 2020
Justin Randall FellersTcg Advisors, LP otherHub Investment Partners, LLC otherOtherDec 8, 2020Jul 3, 2020
Macy HauptmannTcg Advisors, LP otherHub Investment Partners, LLC otherOtherDec 8, 2020Jul 3, 2020
Brian Edward CurrieMontz Harcus Wealth Management independent RIAHub Investment Partners, LLC otherOtherSep 25, 2020Oct 11, 2020
John Robert SturgisTd Ameritrade Investment Management, LLC independent RIAHub Investment Partners, LLC otherOtherSep 15, 2020Jan 15, 2021 (122 d)
Bradley Richard HoeglerTd Ameritrade Investment Management, LLC independent RIAHub Investment Partners, LLC otherOtherJul 10, 2020Dec 20, 2020 (163 d)
Mark EssenfeldMML Investors Services, LLC BD affiliatedHub Investment Partners, LLC otherOtherSep 21, 2018Nov 16, 2020 (787 d)
Steven Michael BazisPrincipal Securities, Inc. otherHub Investment Partners, LLC independent RIAOtherDec 27, 2016Jul 14, 2026 (3486 d)
Clayton Thomas PuckettAmeriprise Financial Services, LLC national BDHub Investment Partners, LLC otherOtherOct 22, 2008Apr 6, 2021 (4549 d)
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100 moves match.