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900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED_RES | 2026-01-06 |
Branch Locations
7219 Grand River Road, Brighton, MI 48114 • United States
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Grove, Llc | Barrington | RI | 04/2015 | 11/2016 |
| Hub International (Formerly Grace & Porta Benefits Inc) | Brighton | MI | 02/2015 | Present |
| Grace And Porta Financial Services, Llc | Brighton | MI | 12/2016 | 11/2022 |
| Hub Investment Advisors, Inc. | Omaha | NE | 11/2022 | 03/2026 |
| Hub Investment Partners, Llc | Austin | TX | 12/2025 | Present |
MR. SMITH SPENDS APPROXIMATELY 40 HOURS A WEEK WORKING AS AN INDEPENDENT INSURANCE AGENT OF HUB INTERNATIONAL IN BRIGHTON MICHIGAN.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-25 |
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