Erika Sullivan

Current Employers

Employment History

• 05/2014 → 04/2018
  Wells Fargo Clearing Services, Llc
  Portsmouth, NH
• 04/2018 → 05/2022
  Raymond James Financial Services, Inc.
  Portsmouth, NH
• 04/2018 → Present
  Steward Partners Investment Advisory, Llc
  Portsmouth, NH
• 04/2018 → Present
  Steward Partners Global Advisory, Llc
  Portsmouth, NH
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Portsmouth, NH

Previous Registrations

• 2014-06-09 → 2018-04-30
  Wells Fargo Clearing Services, Llc
  Portsmouth, NH
• 2010-01-04 → 2014-05-19
  Allspring Funds Management, Llc
  San Francisco, CA
• 2010-01-05 → 2010-01-04
  Evergreen Investment Management Co
  Boston, MA

Other Businesses

(1)Name of Business: Steward Partners Global Advisory Address: 29 Maplewood Ave Ste C, Portsmouth, NH, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/26/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wealth Management Associate (2)Name of Business: Steward Partners Investment Advisory LLC Address: 29 Maplewood Ave Ste C, Portsmouth, NH, United States Activity Type: Independent RIA Position/Title: Other Investment Related: No Start Date: 04/26/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: IAR Assistant (3)Name of Business: The Sedoric Group Address: 145 Maplewood Avenue, Suite 100, Portsmouth, NH, 03801, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/26/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Team member of The Sedoric Group

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-11-13
• S63 Uniform Securities Agent State Law Examination
  2007-09-28

Designations

Other Names

• Erika Rae Rosewell
• Erika Rae Luczynski
• Erika Rae Sullivan
• Erika Luczynski