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

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
Erik Chase HansenEmpower Advisory Group, LLC BD affiliatedHub Investment Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 11, 2026Aug 10, 2026
Christian A SalazarStrategic Advisers LLC national BDHub Investment Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 11, 2026Jun 4, 2026
Doug Kalleen EiddAdvice And Planning Services BD affiliatedHub Investment Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 20, 2026May 26, 2026 (36 d)
Jullie Ann Nicole StrippoliSowell Management independent RIAHub Investment Partners, LLC independent RIARIA to RIAApr 17, 2026Apr 22, 2026
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 CollinsTaylor Advisors, Inc., A Hub International Company otherHub Investment Partners, LLC otherOtherMar 30, 2026Nov 6, 2023
Alexander Alexandrovich AntskaitisTaylor Advisors, Inc., A Hub International Company otherHub Investment Partners, LLC independent RIAOtherMar 30, 2026Jan 29, 2026
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
Brandon James BullockTaylor Advisors, Inc., A Hub International Company otherHub Investment Partners, LLC independent RIAOtherMar 30, 2026Jan 29, 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)
Teresa Jay DigregorioGlobal Retirement Partners LLC institutionalHub Investment Partners, LLC independent RIAOtherJan 12, 2026Aug 6, 2025
Brian C WellsVeripax Wealth Management, Inc. independent RIAHub Investment Partners, LLC independent RIARIA to RIADec 31, 2025Jun 23, 2025
Jerry Arnold VerseputVeripax Wealth Management, Inc. independent RIAHub Investment Partners, LLC independent RIARIA to RIADec 31, 2025Jun 23, 2025
Tyler NguyenVeripax Wealth Management, Inc. independent RIAHub Investment Partners, LLC independent RIARIA to RIADec 31, 2025Jun 18, 2025
Lisa Estellla McmillanEquitable Advisors, LLC national BDHub Investment Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 20, 2025Mar 17, 2026 (117 d)
Christopher D GuzmanAmeriprise Financial Services, LLC national BDHub Investment Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 11, 2025Sep 24, 2025
Molly Catherine CoyleMorgan Stanley wirehouseHub Investment Partners, LLC independent RIAWirehouse to independent RIAAug 5, 2025Sep 5, 2025 (31 d)
Garrett PittmanGallagher Fiduciary Advisors, LLC institutionalHub Investment Partners, LLC mixed wealthOtherApr 22, 2025Feb 3, 2025
Steven Andrew CooperMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAFeb 28, 2025Jan 9, 2025
Roy Jordan SmithMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC otherOtherFeb 28, 2025Feb 26, 2024
Coleman Jacob FoxMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAFeb 5, 2025Feb 4, 2025
Steven Michael FennerMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAFeb 3, 2025Feb 3, 2025
Timothy David HummelMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAFeb 3, 2025Feb 3, 2025
Antonio Tremaine KittMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 30, 2025Jan 30, 2025
Thomas Gilbert SiebersMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 30, 2025Jan 30, 2025
Paul Bernard HuntMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 29, 2025Jan 28, 2025
Wendelin Anthony PadekMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 29, 2025Dec 23, 2024
Grant Anderson RussellMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 29, 2025Jan 29, 2025
Charles Gentry DysonMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 29, 2025Jan 29, 2025
Michael George CamizziMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 24, 2025Jan 22, 2025
Cynthia Diane HowellMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 23, 2025Jan 9, 2025
Danielle Ryan DykesMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 23, 2025Jan 23, 2025
Timothy Davis SilverMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 23, 2025Jan 8, 2025
Patrick William DupontMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 23, 2025Dec 23, 2024
Ryan Michael JacobsMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 23, 2025Dec 24, 2024
Erin Alkire LambertMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 23, 2025Jan 3, 2025
Edward Michael WareMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 23, 2025Jan 8, 2025
Bradley Tyler SchardeinMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 23, 2025Dec 23, 2024
David Ming JeremiahMillennium Advisory Services, Inc. independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 23, 2025Jan 23, 2025
Kalen Alexander DarlingMraz And Associates independent RIAHub Investment Partners, LLC mixed wealthRIA to RIAJan 3, 2025Jan 20, 2025
Alp Arslan AtabekAfs Financial Group, LLC independent RIAHub Investment Partners, LLC otherOtherDec 31, 2024Oct 6, 2023
Christopher Reed VanderkolkAfs Financial Group, LLC independent RIAHub Investment Partners, LLC otherOtherDec 31, 2024Oct 6, 2023
Jason William DahlAfs Financial Group, LLC independent RIAHub Investment Partners, LLC otherOtherDec 31, 2024Oct 6, 2023
Olivia Nakkash DemissieAfs Financial Group, LLC independent RIAHub Investment Partners, LLC otherOtherDec 31, 2024Oct 6, 2023
Macy HauptmannKestra Advisory Services, LLC BD affiliatedHub Investment Partners, LLC mixed wealthAffiliated broker-dealer or bank to independent RIADec 23, 2024Jan 15, 2025
John Garrett VannemanOsaic Wealth, Inc. BD affiliatedHub Investment Partners, LLC mixed wealthAffiliated broker-dealer or bank to independent RIANov 19, 2024Jan 20, 2025 (62 d)
Theresa AyersTransamerica Financial Advisors, LLC BD affiliatedHub Investment Partners, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAJul 16, 2024Jul 19, 2024
Robert Lee HuddlestonAmeriprise Financial Services, LLC national BDHub Investment Partners, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAJul 11, 2024Nov 19, 2024 (131 d)
Laura Thai StenbergMma Securities LLC no RAUMHub Investment Partners, LLC mixed wealthOtherJun 13, 2024Mar 13, 2025 (273 d)
Jeffrey Alan ChurbaRaymond James Financial Services Advisors, Inc BD affiliatedHub Investment Partners, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAJun 11, 2024Aug 12, 2024 (62 d)
Dawn Michelle EdwardsJ.P. Morgan Securities LLC wirehouseHub Investment Partners, LLC mixed wealthWirehouse to independent RIAJun 5, 2024Jun 17, 2024
Michelle Renae VarnerCharles Schwab & Co., Inc. national BDHub Investment Partners, LLC otherOtherJan 10, 2024Jan 19, 2024
Lionel Charles FullerBridgecreek Investment Management, LLC independent RIAHub Investment Partners, LLC otherOtherDec 31, 2023Dec 21, 2022
Charles Parsa GholamiFull Sail Capital, LLC independent RIAHub Investment Partners, LLC otherOtherNov 1, 2023Sep 21, 2023
Dakota Shea StatonPruco Securities, LLC BD affiliatedHub Investment Partners, LLC otherOtherSep 22, 2023Oct 17, 2023
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99 moves match.