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Kerry Duane Erickson

Erickson Financial Group, LLC

Allentown, PA

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Current Employers
Erickson Financial Group, Llc

1011 Brookside Road Suite 165, Allentown, PA 18106 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-02-28
  • PA RA
    APPROVED
    Since 2019-02-28

Branch Locations

1011 Brookside Road Suite 165, Allentown, PA 18106 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Life Insurance Company Springfield MA 04/2002 02/2019
Mml Investors Services, Inc. Center Valley PA 04/2002 02/2019
Erickson Financial Group, Llc Center Valley PA 02/2019 Present
  • 04/2002 → 02/2019
    Massmutual Life Insurance Company
    Springfield, MA
  • 04/2002 → 02/2019
    Mml Investors Services, Inc.
    Center Valley, PA
  • 02/2019 → Present
    Center Valley, PA
Previous Registrations
Other Businesses

NAME: KERRY ERICKSON INSURANCE AGENT INV REL: Y ADD: 3701 CORPORATE PKWY, SUITE 320, CENTER VALLEY, PA. 18034 NATURE: LIFE, HEALTH POSITION: SALES START DATE: 7/1/2003 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 2

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-19
S63 Uniform Securities Agent State Law Examination 2002-07-24
  • S66 Uniform Combined State Law Examination
    2004-04-19
  • S63 Uniform Securities Agent State Law Examination
    2002-07-24
Designations

View on SEC IAPD

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