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LS

Lindsay Sherrer

TENOAKS ENERGY ADVISORS
Addison, TX 75001
Some features on this profile are disabled
CRD#: 6175914
LS

Professional summary

Lindsay Sherrer is a registered financial professional currently at TENOAKS ENERGY ADVISORS, LLC located in Addison, Texas.

Lindsay is registered as a RR (Registered Representative) and started their career in finance in 2013. Lindsay has worked at 2 firms and has passed the Series 63, SIE, Series 62, Series 79 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lindsay Sherrer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 4, 2015 - Present

TENOAKS ENERGY ADVISORS, LLC

Office #1: Addison Circle One 15601 Dallas Pkwy., Ste. 225, Addison, TX 75001Office #2: 14180 N Dallas Parkway Ste 715, Dallas, TX 75254
BD
CRD#: 173696
Addison, TX
Past

April 15, 2013 - April 13, 2015

E-SPECTRUM ADVISORS LLC

BD
CRD#: 158956
DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(5/8/2015)

Exams

State Security Law Exam
RR
Series 63
Date: 4/17/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 62
Date: 12/15/2013
Corporate Securities Limited Representative Examination
General Industry/Product Exam
RR
Series 79
Date: 4/12/2013
Investment Banking Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/9/2013
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TE
TENOAKS ENERGY ADVISORS, LLC
MERAMEC ENERGY ADVISORS, LLC | TENOAKS ENERGY ADVISORS, LLC

CRD#: 173696 / SEC#: , 8-69548

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
Addison Circle One 15601 Dallas Pkwy., Ste. 225, Addison, TX 75001
Mailing Address
Addison Circle One 15601 Dallas Pkwy., Ste. 225, Addison, TX 75001
Phone number
(214) 620-4421
Established
Texas since 09/15/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
TENOAKS ENERGY PARTNERS, LLCMEMBER
BRANDENBERGER, ROBERT H JR.MANAGER5195624
GOODIN, DIANE MARIECFO, FINOP3117840
SHERRER, LINDSAYCCO, MANAGER6175914
WEBB, JASON B.MANAGER6176863

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TENOAKS ENERGY ADVISORS, LLC

CRD#: 173696Addison, TX 75001

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