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

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-01-12
IA RA APPROVED 2026-01-06
TX RA APPROVED 2026-01-06
  • NE RA
    APPROVED
    Since 2026-01-12
  • IA RA
    APPROVED
    Since 2026-01-06
  • TX RA
    APPROVED
    Since 2026-01-06

Branch Locations

11516 Miracle Hills Drive, Suite 100, Omaha, NE 68154 • 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
M Holdings Securities, Inc. Omaha NE 12/2000 Present
Hub International Great Plains, Llc (Was Silverstone Group, Inc) Omaha NE 12/1991 Present
Hub Investment Advisors, Inc (Was Silverstone Asset Managment) Omaha NE 07/2012 03/2026
Hub International Investment Services, Inc. Kansas City MO 09/2022 Present
Hub Investment Partners, Llc Austin TX 12/2025 Present
  • 12/2000 → Present
    M Holdings Securities, Inc.
    Omaha, NE
  • 12/1991 → Present
    Hub International Great Plains, Llc (Was Silverstone Group, Inc)
    Omaha, NE
  • 07/2012 → 03/2026
    Hub Investment Advisors, Inc (Was Silverstone Asset Managment)
    Omaha, NE
  • 09/2022 → Present
    Hub International Investment Services, Inc.
    Kansas City, MO
  • 12/2025 → Present
    Austin, TX
Previous Registrations
  • 2012-07-30 → 2026-03-30
    Hub Investment Advisors, Inc
    Omaha, NE
Other Businesses

1) M HOLDINGS SECURITIES, INC.; INVESTMENT RELATED; ADDRESS: 1125 NW COUCH STREET #900, PORTLAND, OR 97209; BUSINESS: REGISTERED BROKER-DEALER; TITLE: REGISTERED REPRESENTATIVE; START DATE: 12/2000; 20 HOURS/MONTH; 20 HOURS/MONTH DURING BUSINESS HOURS; DUTIES: ENTITY IS MY BROKER-DEALER. 2) HUB INTERNATIONAL GREAT PLAINS; 11516 MIRACLE HILLS DRIVE SUITE 100 OMAHA, NE 68154; MEMBER FIRM AFFILIATION; INVESTMENT RELATED; EXECUTIVE VICE PRESIDENT; MANAGE RETIREMENT AND PRIVATE WEALTH DEPARTMENT; 12/01/2019; 160 HOURS PER MONTH; 160 HOURS PER MONTH DURING TRADING HOURS. 3) P39, LLC; 1701 E 14 ROAD, AURORA NE 68818; FARMING; NOT INVESTMENT-RELATED; MANAGING MEMBER; INTENDED TO BE EXCLUSIVELY FOR THE BENEFIT OF MY IMMEDIATE FAMILY AS A WEALTH MANAGEMENT VEHICLE. LEASE FARM GROUND TO TENANTS AND MANAGE OPERATING EXPENSES; 8/1/2019; 20 HOURS PER MONTH; 5 HOURS PER MONTH DURING TRADING HOURS. 4) HUB INTERNATIONAL INVESTMENT SERVICES, INC.; INVESTMENT RELATED; ADDRESS: 9200 WARD PARKWAY, SUITE 500, KANSAS CITY, MO 64114; BUSINESS: ACCOMIDATION BROKER-DEALER; TITLE: REGISTERED REPRESENTATIVE; START DATE: 9/2022; 0 HOURS/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS; DUTIES: ENTITY IS MY ACCOMMODATION BROKER-DEALER. 5) HUB INVESTMENT PARTNERS, LLC; 11516 MIRACLE HILLS DRIVE OMAHA, NE 68154; RIA; INVESTMENT RELATED; SENIOR EXECUTIVE; PROVIDE WEALTH MANAGEMENT AND INVESTMENT ADVISORY SERVICES; 1/6/2026; 160 HO/MO; 130 HO/MO DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-04-13
S63 Uniform Securities Agent State Law Examination 1986-01-31
  • S65 Uniform Investment Adviser Law Examination
    1993-04-13
  • S63 Uniform Securities Agent State Law Examination
    1986-01-31
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor