Erik Robert Dodds

Current Employers

Employment History

• 04/2004 → Present
  Crown Wealth Management, Llc
  Las Vegas, NV
• 01/2016 → 09/2017
  J.W. Cole Financial, Inc.
  Tampa, FL
• 01/2016 → 09/2017
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 09/2017 → 05/2019
  Liberty Partners Financial Services, Llc
  Bakersfield, CA
• 09/2017 → 05/2019
  Liberty Partners Capital Management, Llc
  Bakersfield, CA
• 02/2019 → Present
  Crg Wealth, Llc
  Henderson, NV
• 03/2018 → Present
  Erd Consulting, Llc
  Las Vegas, NV
• 12/2018 → Present
  Canyon Ridge Group, Llc;
  Las Vegas, NV
• 12/2020 → Present
  Concentric Investment Opportunities, Llc
  Las Vegas, NV
• 12/2020 → Present
  Seeds In Soil, Llc
  Las Vegas, NV
• 12/2024 → Present
  Whitwell & Co
  Austin, TX

Previous Registrations

• 2014-06-10 → 2025-10-14
  Securities America Advisors, Inc.
  Las Vegas, NV
• 2012-04-04 → 2025-10-14
  Innovation Partners Llc
  Charlotte, NC
  Las Vegas, NV
• 2017-10-05 → 2019-05-24
  Modern Capital Advisors, Llc
  Henderson, NV
  Henderson, NV
  Raleigh, NC
• 2016-02-02 → 2017-10-13
  J. W. Cole Advisors, Inc.
  Las Vegas, NV
  Tampa, FL
• 2008-02-11 → 2010-05-24
  World Capital Advisors, Llc
  Las Vegas, NV
  Denver, CO
• 2006-05-25 → 2008-01-31
  Its Asset Management, L.P.
  Canyon Lake, CA

Other Businesses

Erik Robert Dodds is a licensed insurance agent and owner of Crown Wealth Management, LLC. Name of outside business: ERD Consulting, LLC; Is the business investment related: No; Location of the business: 3225 McLeod Dr Ste 100 Las Vegas NV 89121 US; Description of the business: ERD Consulting LLC is the holding company that is sole owner of Canyon Ridge Group, LLC. ; Position Title: Owner; Responsibilities Duties: Manage day-to-day operations of the business.; Start date with business: 2018-03-26; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 4; Name of outside business: Canyon Ridge Group, LLC; Is the business investment related: Yes; Location of the business: 3225 McLeod Dr Ste 100 Las Vegas NV 89121 US; Description of the business: Canyon Ridge Group, LLC is an insurance and marketing agency and sole owner of CRG Wealth, LLC.; Position Title: Owner; Responsibilities Duties: Canyon Ridge Group, LLC is an insurance and marketing agency and sole owner of CRG Wealth, LLC.; Start date with business: 2018-12-04; Hours per month devoted to business during trading hours: 8; Hours per month devoted to business outside trading hours: 32; Name of outside business: Concentric Investment Opportunities, LLC; Is the business investment related: No; Location of the business: 3225 McLeod Dr Ste 100 Las Vegas NV 89121 US; Description of the business: Concentric Investment Opportunities LLC is a real estate and investment entity that is not client-facing. ; Position Title: Manager; Responsibilities Duties: Research and review investment opportunities.; Start date with business: 2020-12-23; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 7; Name of outside business: Seeds in Soil, LLC; Is the business investment related: No; Location of the business: 3225 McLeod Dr Ste 100 Las Vegas NV 89121 US; Description of the business: Seeds in Soil, LLC is a holding company. ; Position Title: Managing Member; Responsibilities Duties: Management of business operations; Start date with business: 2020-12-23; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 8.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-10
• S63 Uniform Securities Agent State Law Examination
  2006-01-21