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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-26 |
| TX | RA | APPROVED_RES | 2025-08-06 |
Branch Locations
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
8777 N. Gainey Center Dr. #201, Scottsdale, AZ 85258 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-07-12 |
| UT | RA | APPROVED | 2022-06-09 |
Branch Locations
8777 N. Gainey Center Dr. #201, Scottsdale, AZ 85258 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthplan Advisors | Scottsdale | AZ | 05/2009 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2011 | 09/2018 |
| Global Retirement Partners, Llc | San Rafael | CA | 06/2022 | Present |
| Hub International | Chicago | IL | 06/2022 | Present |
| Hub Investment Partners, Llc | Austin | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-20 |
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