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Sherry Lynn Echart

Hub Investment Partners, LLC

Austin, TX

Arlington, TX

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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 2022-01-06
  • TX RA
    APPROVED
    Since 2022-01-06

Branch Locations

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

Arlington, TX • 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
Tcg Advisors, Lp Austin TX 05/2018 07/2020
Unemployed Euless TX 02/2016 04/2017
National Life Group Ponte Vedra FL 04/2017 05/2018
Hub Investment Partners, Llc Austin TX 07/2020 Present
  • 05/2018 → 07/2020
    Tcg Advisors, Lp
    Austin, TX
  • 02/2016 → 04/2017
    Unemployed
    Euless, TX
  • 04/2017 → 05/2018
    National Life Group
    Ponte Vedra, FL
  • 07/2020 → Present
    Hub Investment Partners, Llc
    Austin, TX
Previous Registrations
  • 2020-07-03 → 2021-12-31
    Hub Investment Partners, Llc
    Austin, TX
  • 2019-09-23 → 2020-12-08
    Tcg Advisors, Lp
    Austin, TX
  • 2006-10-04 → 2011-03-22
    Chase Investment Services Corp.
    Grapevine, TX
    Arlington, TX
  • 2005-05-25 → 2006-02-03
    Bbva Compass Investment Solutions, Inc
    Dallas, TX
  • 2004-04-30 → 2005-02-14
    Wells Fargo Investments, Llc
    Grapevine, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-26
S63 Uniform Securities Agent State Law Examination 1999-07-14
  • S65 Uniform Investment Adviser Law Examination
    2019-08-26
  • S63 Uniform Securities Agent State Law Examination
    1999-07-14
Other Names
  • Sherry Lynn Eatman
  • Sherry Russell
  • Sherry Echart
  • Sherry Lynn Russell

View on SEC IAPD

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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

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