Erik Jon Anderson

Current Employers

Employment History

• 04/2008 → 04/2020
  Securities America, Inc.
  Austin, TX
• 03/2007 → 05/2025
  Employee Incentive Plans, Inc.
  Austin, TX
• 04/2010 → Present
  Atlasmark Financial, Inc.
  Austin, TX

Previous Registrations

• 2008-10-07 → 2010-04-14
  Securities America Advisors, Inc.
  Austin, TX

Other Businesses

1) ERIK J. ANDERSON, CPA - POSITION: Sole Proprietor - NATURE: Non-Practicing Certified Public Accountant (CPA) - INVESTMENT RELATED: No - HOURS: 0 - INVESTMENT RELATED HOURS: 0 - START DATE: 7/2007 - ADDRESS: 12466 Los Indios Trl Ste 200, Austin, TX 78729 - DESCRIPTION: Non-Practicing Certified Public Accountant (CPA) 2) SERVING GRACE FOUNDATION - POSITION: Member - NATURE: Private Charitable Foundation - INVESTMENT RELATED: No - NUMBER OF HOURS: 1 - SECURITIES TRADING HOURS: 0 - START DATE: 10/2014 - ADDRESS: 12466 Los Indios Trl Ste 200, Austin TX 78729 - DESCRIPTION: Private Charitable FoundationN 3) ATLASMARK MANAGEMENT, LLC POSITION: Managing Member NATURE: Rental property management. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 12466 Los Indios Trail, Suite 200, Austin TX 78729, United States DESCRIPTION: This corporation is the general partner of the partnership that operates the building our branch office operates out of. We currently have two additional tenants. 4) ATLASMARK PARTNERSHIP, LP POSITION: Partner NATURE: Rental property management. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 12466 Los Indios Trail, Suite 200, Austin TX 78729, United States DESCRIPTION: This partnership is the limited partnership that operates the building our branch office operates out of. We currently have two additional tenants. 5) EMPLOYEE INCENTIVE PLANS, INC (Sold to July Business Services in May 2025) POSITION: Consultant NATURE: TPA/Recordkeeping services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 or less with time SECURITIES TRADING HOURS: 10 or less with time START DATE: 01/01/2015 ADDRESS: 12466 Los Indios Trail, Suite 200, Austin TX 78729, United States DESCRIPTION: Previously provided TPA/Recordkeeping services for employer-sponsored retirement plans. See description of integration services to be provided by Erik Anderson during transition of client list and assets of EIP to July Business Services over the next two years. No new services to the public will be offered during this time. 6) JULY BUSINESS SERVICES (Purchased Employee Incentive Plans, Inc. from Erik J. Anderson) POSITION: Independent Contractor NATURE: TPA/Recordkeeping Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 or less with time SECURITIES TRADING HOURS: 10 or less with time START DATE: May 2025 ADDRESS: 400 Austin Avenue, Suite 1200, Waco, TX 76701, United States DESCRIPTION: For two years, Mr. Anderson will serve as a consultant to assist with integration of Employee Incentive Plans, Inc to July Business Services, including managing client service and retention, marketing and communications, and building business relationships. AtlasMark Financial and July Business Services will not share clients and will not refer clients to each other.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-06
• S63 Uniform Securities Agent State Law Examination
  2008-06-30

Designations

Other Names

• Erik J Anderson