Best Investors Account Sign in
Claim This Profile
Current Employers
Hub Investment Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-01-13
TX RA APPROVED_RES 2025-01-09
  • VA RA
    APPROVED
    Since 2025-01-13
  • TX RA
    APPROVED_RES
    Since 2025-01-09

Branch Locations

120 Eastshore Dr Suite 305, Glen Allen, VA 23059 • 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
Wealthcare Capital Management Inc. Richmond VA 04/2011 08/2018
Cherry Bekaert Wealth Management Llc Richmond VA 08/2018 10/2018
Millennium Advisory Services, Inc. Glen Allen VA 10/2018 02/2025
Hub Investment Partners, Llc Austin TX 12/2024 Present
  • 04/2011 → 08/2018
    Wealthcare Capital Management Inc.
    Richmond, VA
  • 08/2018 → 10/2018
    Cherry Bekaert Wealth Management Llc
    Richmond, VA
  • 10/2018 → 02/2025
    Millennium Advisory Services, Inc.
    Glen Allen, VA
  • 12/2024 → Present
    Austin, TX
Previous Registrations
  • 2018-11-01 → 2025-02-28
    Millennium Advisory Services, Inc.
    Glen Allen, VA
    Glen Allen, VA
  • 2018-09-11 → 2018-10-18
    Cherry Bekaert Wealth Management Llc
    Richmond, VA
  • 2011-05-23 → 2018-08-27
    Richmond, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-05-20
S63 Uniform Securities Agent State Law Examination 2003-03-18
  • S65 Uniform Investment Adviser Law Examination
    2011-05-20
  • S63 Uniform Securities Agent State Law Examination
    2003-03-18

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Glen Allen, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor