LS
Laneka V. Sledge
HUB INVESTMENT PARTNERS
Glen Allen, VA 23059
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CRD#: 7457359
LS
Professional summary
Laneka V Sledge, who also goes by Laneka V. Sledge, Laneka Vernell Sledge, Laneka Sledge, Laneka V Smith, Laneka Vernell Smith, Laneka Smith, is a registered financial advisor currently at HUB INVESTMENT PARTNERS, LLC located in Glen Allen, Virginia.
Laneka is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Laneka has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Laneka V. Sledge | Laneka Vernell Sledge | Laneka Sledge | Laneka V Smith | Laneka Vernell Smith | Laneka Smith
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.
Entity Name: BestMark Investment related: No "Address: Minnetonka, MN https://www.bestmark.com" Nature of the other business: Retail Position/Title/Relationship: Employee/Contractor Start Date: 04/01/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: BestMark is a legitimate mystery shop company. I complete up to (1) assignment weekly, testing unrelated products. Compensation is $25 or less plus expense reimbursement per assignment accepted. The companies that I survey are not related to the financial services sector.
CRS (Client Relationship Summary) - RIA
Click below to view Laneka V Sledge'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®
NoneExperience
Current
January 29, 2025 - Present
HUB INVESTMENT PARTNERS, LLC
Office #1: 120 Eastshore Dr Suite 305, Glen Allen, VA 23059Office #2: 900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746RIA
CRD#: 307956
Glen Allen, VA
Past
June 9, 2023 - January 29, 2025
MILLENNIUM ADVISORY SERVICES, INC.
RIA
CRD#: 116057
GLEN ALLEN, VA
Past
January 14, 2022 - November 26, 2022
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Richmond, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HUB INVESTMENT PARTNERS, LLC
AFS FINANCIAL GROUP | VERIPAX WEALTH MANAGEMENT | TCG ADVISORY SERVICES, LLC | TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY | TCG ADVISORS | HUB INVESTMENT PARTNERS, LLC | HUB ADVISOR CONNECT | FULL SUITE WEALTH | BRIDGECREEK INVESTMENT MANAGEMENT | AGAPE INVESTMENT ADVISORS, LLC
CRD#: 307956 / SEC#: 801-118346
RIA
Registered Investment Advisory firm - (4/1/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/29/2025)
IAR
Virginia(1/30/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/14/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
HUB INVESTMENT PARTNERS, LLC
AFS FINANCIAL GROUP | VERIPAX WEALTH MANAGEMENT | TCG ADVISORY SERVICES, LLC | TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY | TCG ADVISORS | HUB INVESTMENT PARTNERS, LLC | HUB ADVISOR CONNECT | FULL SUITE WEALTH | BRIDGECREEK INVESTMENT MANAGEMENT | AGAPE INVESTMENT ADVISORS, LLC
CRD#: 307956 / SEC#: 801-118346
RIA
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Contact information
Main Address
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746
Mailing Address
Phone number
(512) 600-5390
Established
Firm type
Fiscal year end
# of Employees
144
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,633 |
| AUM (Assets Under Management) | $ 8,979,977,344 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 04/29/2025 | ||
| 01/29/2024 |
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
HUB INVESTMENT PARTNERS, LLC
CRD#: 307956Glen Allen, VA 23059TRUST BUT VERIFY
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