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Hivest Financial LLC CRD 286199
$7.71M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Tampa, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hivest Financial Llc (Formerly Hobson Advisors Llc) | Glenview | IL | 06/2009 | Present |
| Hivest Advisors Inc. | Glenview | IL | 05/2017 | Present |
PARTNER IN STAPLES ENTERPRISES, INC. --- OWNER OF HOBSON TRAVEL LTD., NAPERVILLE. SHE WORKS VERY LIMITED HOURS, NOT DURING REGULAR BUSINESS HOURS. I am a CPA by trade and perform consulting within Hobson Advisors LLC. I receive advisory fees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-07 |
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