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Current Employers
Hub Investment Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SD RA APPROVED 2026-01-26
NE RA APPROVED 2026-01-12
IA RA APPROVED 2026-01-06
TX RA APPROVED_RES 2026-01-06
  • SD RA
    APPROVED
    Since 2026-01-26
  • NE RA
    APPROVED
    Since 2026-01-12
  • IA RA
    APPROVED
    Since 2026-01-06
  • TX RA
    APPROVED_RES
    Since 2026-01-06

Branch Locations

11516 Miracle Hills Drive, Suite 100, Omaha, NE 68154 • 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
M Holdings Securities, Inc. Omaha NE 12/2008 Present
Hub International Great Plains, Llc (Was Silverstone Group, Inc) Omaha NE 12/2008 Present
Hub Investment Advisors, Inc (Was Silverstone Asset Management) Omaha NE 03/2013 03/2026
Hub International Investment Services, Inc. Kansas City MO 09/2022 Present
Hub Investment Partners, Llc Austin TX 12/2025 Present
  • 12/2008 → Present
    M Holdings Securities, Inc.
    Omaha, NE
  • 12/2008 → Present
    Hub International Great Plains, Llc (Was Silverstone Group, Inc)
    Omaha, NE
  • 03/2013 → 03/2026
    Hub Investment Advisors, Inc (Was Silverstone Asset Management)
    Omaha, NE
  • 09/2022 → Present
    Hub International Investment Services, Inc.
    Kansas City, MO
  • 12/2025 → Present
    Austin, TX
Previous Registrations
  • 2013-03-28 → 2026-03-30
    Hub Investment Advisors, Inc
    Omaha, NE
  • 2012-07-30 → 2012-08-20
    Hub Investment Advisors, Inc
    Omaha, NE
Other Businesses

1) HUB INTERNATIONAL GREAT PLAINS, LLC; 11516 MIRACLE HILLS DRIVE, OMAHA, NE 68154; MEMBER FIRM AFFILIATION; INVESTMENT RELATED; RETIREMENT PLAN ADVISOR; ADVISOR TO CORPORATE RETIREMENT PLANS; 12/20/2019; 160 HOURS PER MONTH; 160 HOURS PER MONTH DURING TRADING HOURS. 2) M HOLDINGS SECURITIES, INC.; INVESTMENT RELATED; ADDRESS: 1125 NW COUCH STREET #900, PORTLAND, OR 97209; BUSINESS: REGISTERED BROKER-DEALER; TITLE: REGISTERED REPRESENTATIVE; START DATE: 12/2008; 1 HOURS/MONTH; 1 HOURS/MONTH DURING BUSINESS HOURS; DUTIES: ENTITY IS MY BROKER-DEALER. 3) HUB INTERNATIONAL INVESTMENT SERVICES, INC.; INVESTMENT RELATED; ADDRESS: 9200 WARD PARKWAY, SUITE 500, KANSAS CITY, MO 64114; BUSINESS: ACCOMIDATION BROKER-DEALER; TITLE: REGISTERED REPRESENTATIVE; START DATE: 9/2022; 0 HOURS/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS; DUTIES: ENTITY IS MY ACCOMODATION BROKER-DEALER. 4) HUB INVESTMENT PARTNERS, LLC; 900 S. CAPITAL OF TX HIGHWAY, SUITE 300, AUSTIN, TX 78746; RIA; INVESTMENT RELATED; RETIREMENT PLAN ADVISOR; INVESTMENT ADVISOR; 12/14/2025; 160 HOURS PER MONTH; 160 HOURS DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-02-18
S65 Uniform Investment Adviser Law Examination 1999-09-16
S63 Uniform Securities Agent State Law Examination 1998-07-07
  • S66 Uniform Combined State Law Examination
    2009-02-18
  • S65 Uniform Investment Adviser Law Examination
    1999-09-16
  • S63 Uniform Securities Agent State Law Examination
    1998-07-07
Other Names
  • Pat Fay

View on SEC IAPD

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