Claudia Erickson

Current Employers

Employment History

• 11/2002 → 11/2018
  Morgan Stanley Smith Barney
  Slc, UT
• 01/2015 → 11/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 01/2019 → 10/2022
  Fidelity Brokerage Services Llc
  Reno, NV
• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Reno, NV
• 01/2023 → Present
  Bank Of America, N.A.
  Reno, NV

Previous Registrations

• 2019-02-20 → 2022-10-19
  Fidelity Personal And Workplace Advisors
  Reno, NV
• 2013-06-10 → 2018-11-19
  Morgan Stanley
  Holladay, UT
  South Jordan, UT
  Salt Lake City, UT
  Salt Lake City, UT

Other Businesses

I*1035283 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: South Jordan, UT Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 10/13/2022 No Hours: 1 Yearly No Hours during trading: 0 Duties: Rental Property: Co-owner with other family members I*1397290 For profit or not for profit: Entity For Profit Name of outside business organization: Swimply Investment related: No Address of business: Reno, Nevada, 89521 Position, title, association: Owner Start date of relationship: 5/20/2023 Number of hours devoted: 2 hrs Mthly Number of hours devoted during trading hours: 0 Duties: Hosting families in our backyard and allowing them to use our swimming pool for a fee. I*: 2167304 Entity Type: For Profit Name of OBA: Fiiz Drinks Address: Reno, NV 89521 Investment Related: No Position, Title, Association: Owner Employee Start Date: 2/3/2025 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: My spouse and I are looking to open 5 franchise stores that sell sodas. The established franchise is called FiiZ drinks. My husband will be in charge of doing all the work, but it will be a company for our family. I*4875268, Entity Type: Entity Charitable, Name of OBA: Damonte High School Football Booster Club, Address: Reno, Nevada, 89521, Investment Related: N, Position, Title, Association: ["Officer"], Employee Start Date: 07/10/2026, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: President Leadership and Organization Fundraising Support the football program Financial oversight Volunteer management Communication Compliance and Governance Community representation Football season activities,Raise funds for the Damonte High School football program through fundraising, soliciting donations and activities in the High School.

Exams

• S66 Uniform Combined State Law Examination
  2013-06-08

Other Names

• Claudia Ramos