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900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-01-12 |
| IA | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
11516 Miracle Hills Drive, Suite 100, Omaha, NE 68514 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| All Star Financial | Minneapolis | MN | 05/2017 | 08/2017 |
| Gremler Financial | Des Moines | IA | 10/2017 | 02/2018 |
| Banana Republic | Des Moines | IA | 10/2016 | 01/2017 |
| Silverstone Asset Management Inc | Omaha | NE | 04/2019 | 12/2019 |
| Hub International Great Plains, Llc | Omaha | NE | 07/2018 | Present |
| Drake University | Des Moines | IA | 08/2014 | 05/2018 |
| M Holdings Securities, Inc. | Portland | OR | 07/2018 | Present |
| Hub Investment Advisors, Inc. | Omaha | NE | 12/2019 | 03/2026 |
| Hub Investment Partners, Llc | Austin | TX | 12/2025 | Present |
1) M HOLDINGS SECURITIES, INC.; INVESTMENT RELATED; ADDRESS: 1125 NW COUCH STREET, PORTLAND, OR 97209; BUSINESS: REGISTERED BROKER-DEALER; TITLE: REGISTERED REPRESENTATIVE; START DATE: 7/2018; 160 HOURS/MONTH; 160 HOURS/MONTH DURING BUSINESS HOURS; DUTIES: ENTITY IS MY BROKER-DEALER. 2) HUB INTERNATIONAL GREAT PLAINS, LLC; 11516 MIRACLE HILLS DRIVE, SUITE 100, OMAHA, NE 68154; M FINANCIAL GROUP MEMBER FIRM, INSURANCE; INVESTMENT RELATED; DIRECTOR OF INVESTMENT SERVICES; ASSISTING CLIENTS WITH LIFE INSURANCE, LONG-TERM CARE, AND ANNUITY NEEDS; 7/16/2018; 160 HO/MO; 160 HO/MO DURING TRADING HOURS. 3) OMAHA VENTURE GROUP; 1120 SOUTH 101ST STREET, SUITE 320, OMAHA, NE, 68320; OMAHA COMMUNITY FOUNDATION GIVING CIRCLE; NOT INVESTMENT RELATED; INTEREST GROUP LEADER; ASSIST WITH SELECTING A NON-PROFIT ORGANIZATION TO MEET WITH FOR POTENTIAL FUNDING; 11/1/2018; 3 HOURS PER MONTH; 3 HOURS DURING TRADING HOURS. 4) HUB INVESTMENT PARTNERS, LLC; 11516 MIRACLE HILLS DRIVE, SUITE 100, OMAHA, NE 68154; RIA; INVESTMENT RELATED; DIRECTOR OF INVESTMENT SERVICES; ADVISING, CLIENT SERVICING, TRADING, CASH MANAGEMENT, NEW CLIENT PAPERWORK, ACCOUNT SERVICING, AND FINANCIAL PLANNING; 1/6/2026; 160 HO/MO; 160 HO/MO DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-04 |
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