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RIA / WealthAdvisor27 years in industry

Sherry Lynn Echart

Advisor at HUB INVESTMENT PARTNERS, LLC

Arlington, TX | AUSTIN, TX

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Search this name across graphsid dfx:ria:40330937-3f75-b7a1-eff2-04145a3f658f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 30, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HUB INVESTMENT PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 14, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 14, 1999
First registration: Apr 30, 2004
Dual registered: no
Other names: SHERRY LYNN EATMAN|SHERRY RUSSELL|SHERRY ECHART|SHERRY LYNN RUSSELL
IAPD individual key: 2405624

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HUB INVESTMENT PARTNERS, LLC	Independent wealth	Jan 6, 2022	n/a	yes	AUSTIN, TX\|Arlington, TX	Current employment
HUB INVESTMENT PARTNERS, LLC	Independent wealth	Jul 3, 2020	Dec 31, 2021	no	AUSTIN, TX	Previous registration
TCG ADVISORS, LP	Former SEC adviser	Sep 23, 2019	Dec 8, 2020	no	AUSTIN, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Oct 4, 2006	Mar 22, 2011	no	GRAPEVINE, TX\|ARLINGTON, TX	Previous registration
BBVA COMPASS INVESTMENT SOLUTIONS, INC	n/a	May 25, 2005	Feb 3, 2006	no	DALLAS, TX	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Apr 30, 2004	Feb 14, 2005	no	GRAPEVINE, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TCG ADVISORS, LP	HUB INVESTMENT PARTNERS, LLC	Dec 8, 2020	Jul 3, 2020	-158	Firm change after gap	Other
CHASE INVESTMENT SERVICES CORP.	TCG ADVISORS, LP	Mar 22, 2011	Sep 23, 2019	3,107	Firm change after gap	Other
BBVA COMPASS INVESTMENT SOLUTIONS, INC	CHASE INVESTMENT SERVICES CORP.	Feb 3, 2006	Oct 4, 2006	243	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	BBVA COMPASS INVESTMENT SOLUTIONS, INC	Feb 14, 2005	May 25, 2005	100	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
112685:307956:TX:2020-12-08	Dec 8, 2020	Jul 3, 2020	AUSTIN, TX	Firm change after gap

Relationships

Registered with (5)

→ HUB INVESTMENT PARTNERS, LLCRegistered adviserregistration: previous registration
Jul 3, 2020 to Dec 31, 2021factForm ADV
→ TCG ADVISORS, LPRegistered adviserregistration: previous registration
Sep 23, 2019 to Dec 8, 2020factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Oct 4, 2006 to Mar 22, 2011factForm ADV
→ BBVA COMPASS INVESTMENT SOLUTIONS, INCRegistered adviserregistration: previous registration
May 25, 2005 to Feb 3, 2006factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Apr 30, 2004 to Feb 14, 2005factForm ADV

Dated events

No dated event names this entity yet.