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Bradley Richard Hoegler

Hub Investment Partners, LLC

Austin, TX

Austin, TX

CRD 4011855

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Employer firm

Hub Investment Partners, LLC CRD 307956

$11.9B regulatory AUM 63 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Hub Investment Partners, Llc

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-05
CO RA APPROVED 2022-01-04
TX RA APPROVED 2022-01-04
VA RA APPROVED 2022-01-04
  • CA RA
    APPROVED
    Since 2022-01-05
  • CO RA
    APPROVED
    Since 2022-01-04
  • TX RA
    APPROVED
    Since 2022-01-04
  • VA RA
    APPROVED
    Since 2022-01-04

Branch Locations

Austin, TX • United States

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Houston TX 09/2003 07/2020
Unemployed Houston TX 07/2020 12/2020
Hub Investment Partners, Llc Austin TX 12/2020 Present
  • 09/2003 → 07/2020
    Td Ameritrade
    Houston, TX
  • 07/2020 → 12/2020
    Unemployed
    Houston, TX
  • 12/2020 → Present
    Hub Investment Partners, Llc
    Austin, TX
Previous Registrations
  • 2020-12-20 → 2021-12-31
    Hub Investment Partners, Llc
    Houston, TX
    Austin, TX
  • 2004-03-11 → 2020-07-10
    Td Ameritrade, Inc.
    Santa Monica, CA
    Houston, TX
    Los Angeles, CA
  • 2006-04-24 → 2020-07-10
    Td Ameritrade Investment Management, Llc
    Houston, TX
    Sanat Monica, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-03-04
S63 Uniform Securities Agent State Law Examination 1999-10-07
  • S66 Uniform Combined State Law Examination
    2004-03-04
  • S63 Uniform Securities Agent State Law Examination
    1999-10-07

View on SEC IAPD

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