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Brandon James Bullock

Hub Investment Partners, LLC

Louisville, KY

Austin, TX

CRD 6827006

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Employer firm

Hub Investment Partners, LLC CRD 307956

$11.9B regulatory AUM 63 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Hub Investment Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-02
KY RA APPROVED 2026-01-29
  • TX RA
    APPROVED_RES
    Since 2026-02-02
  • KY RA
    APPROVED
    Since 2026-01-29

Branch Locations

700 N Hustbourne Pkwy, Suite 110, Louisville, KY 40222 • 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
Taylor Advisors Louisville KY 07/2005 02/2022
Taylor Advisors, Inc., A Hub International Company Louisville KY 03/2022 03/2026
Hub International Limited Chicago IL 03/2022 Present
Hub Investment Partners, Llc Austin TX 01/2026 Present
  • 07/2005 → 02/2022
    Taylor Advisors
    Louisville, KY
  • 03/2022 → 03/2026
    Taylor Advisors, Inc., A Hub International Company
    Louisville, KY
  • 03/2022 → Present
    Hub International Limited
    Chicago, IL
  • 01/2026 → Present
    Austin, TX
Previous Registrations
  • 2017-12-04 → 2026-03-30
    Taylor Advisors, Inc., A Hub International Company
    Louisville, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-02
  • S65 Uniform Investment Adviser Law Examination
    2017-12-02

View on SEC IAPD

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