DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

S••••• L••• E•••••

H•• I••••••••• P•••••••• L••independent RIAArlington, Tx IA-onlyIAPD 2405624

Feed of 09/14/2026

Also filed as Sherry Lynn Eatman

At current firm

4 y

since Jan 6, 2022

In the industry

27 y

since Jul 14, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Retirement Plan Specialist Regional Managerreportedhubrpw.comfirm site, Sep 15, 2026
Designations: CPFAreportedhubrpw.comas printed on the bio page, Sep 16, 2026
Professional profile: hubrpw.com/advisors/hip/sherry-echartreportedhubrpw.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/sherry-echart-cpfa%C2%AE-7906b31a5reportedhubrpw.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

H•• I••••••••• P•••••••• L•• independent RIA current
since Jan 6, 2022 · Austin, Tx
H•• I••••••••• P•••••••• L•• independent RIA
Jul 3, 2020 to Dec 31, 2021 · Austin, Tx
T•• A•••••••• L• former
Sep 23, 2019 to Dec 8, 2020 · Austin, Tx
C•••• I••••••••• S••••••• C•••• former
Oct 4, 2006 to Mar 22, 2011 · Grapevine, Tx
B••• C•••••• I••••••••• S••••••••• I•• unclassified
May 25, 2005 to Feb 3, 2006 · Dallas, Tx
W•••• F•••• I••••••••• L•• unclassified
Apr 30, 2004 to Feb 14, 2005 · Grapevine, Tx

Moves

a registration end followed by a registration begin elsewhere

T•• A•••••••• L• to H•• I••••••••• P•••••••• L••
left Dec 8, 2020, registered Jul 3, 2020 (-158 days) · Other · moved with a team
C•••• I••••••••• S••••••• C•••• to T•• A•••••••• L•
left Mar 22, 2011, registered Sep 23, 2019 (3107 days) · Other
B••• C•••••• I••••••••• S••••••••• I•• to C•••• I••••••••• S••••••• C••••
left Feb 3, 2006, registered Oct 4, 2006 (243 days) · Other
W•••• F•••• I••••••••• L•• to B••• C•••••• I••••••••• S••••••••• I••
left Feb 14, 2005, registered May 25, 2005 (100 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address