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Hub Investment Partners, LLC CRD 307956
$11.9B regulatory AUM 63 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-01-22 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
13100 N. Western Ave #115, Oklahoma City, OK 73114 • 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 |
|---|---|---|---|---|
| First Fidelity Bank | Oklahoma City | OK | 06/2016 | 01/2021 |
| Cetera Investment Services Llc | Edmond | OK | 06/2015 | 12/2018 |
| Cetera Investment Advisers Llc | Edmond | OK | 07/2016 | 12/2018 |
| Cetera Investment Services Llc | Edmond | OK | 11/2020 | 01/2021 |
| Cetera Investment Advisers Llc | Edmond | OK | 11/2020 | 01/2021 |
| J.P. Morgan Securities, Llc | Oklahoma City | OK | 01/2021 | 01/2022 |
| J.P. Morgan Chase Bank, N.A. | Oklahoma City | OK | 01/2021 | 01/2022 |
| Charles Schwab & Co., Inc. | Oklahoma City | OK | 02/2022 | 01/2024 |
| Charles Schwab Bank, Ssb | Oklahoma City | OK | 02/2022 | 01/2024 |
| Hub Investment Partners, Llc | Austin | TX | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-19 |
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