Erica Rohlfing Lyall

3819 Lawndale Drive, Greensboro, NC 27455 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-10-14

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Wake Forest Baptist Medical Center	Winston Salem	NC	02/2016	05/2018
Unemployed	Winston Salem	NC	05/2018	02/2020
Strategic Blueprint, Llc	Atlanta	GA	10/2020	03/2022
Avid Wealth Management, Llc	Winston-Salem	NC	02/2020	09/2020
Parsec Financial Management Inc.	Winston-Salem	NC	04/2022	04/2023
Modera Wealth Management, Llc	Westwood	NJ	04/2023	10/2025
Hutchinson Family Offices	Greensboro	NC	10/2020	03/2022
Strategic Advisory Partners, Llc	Greensboro	NC	10/2025	Present

2023-04-26 → 2025-10-13

Modera Wealth Management, Llc

Westwood, NJ

Winston-Salem, NC
2022-05-05 → 2023-04-27

Parsec Financial

Winston-Salem, NC
2020-10-19 → 2022-03-16

Strategic Blueprint, Llc

Greensboro, NC
2020-02-11 → 2020-09-25

Avid Wealth Management, Llc

Winston Salem, NC
2008-03-07 → 2008-08-05

Lpl Financial Llc

Winston Salem, NC

Fort Mill, SC

Winston-Salem, NC

Winston Salem, NC
2007-02-05 → 2008-03-10

Uvest Financial Services Group, Inc.

Winston-Salem, NC
2004-05-24 → 2007-02-06

Bb&T Investment Services, Inc.

Charlotte, NC

Winston-Salem, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-05-21
S63	Uniform Securities Agent State Law Examination	2001-07-06

Other Firms