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Erika Anne Estanislao Dizon

Strategic Advisers LLC

Thousand Oaks, CA

Woodland Hills, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807 • United States

Woodland Hills, CA • 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
Think Passenger Inc./Fuel Cycle Los Angeles CA 02/2015 09/2016
New York Life Insurance Co. Glendale CA 05/2016 11/2016
Nylife Securities Llc Glendale CA 11/2016 09/2017
The Lost & Found Club Reseda CA 02/2016 12/2016
New York Life Insurance Company Glendale CA 11/2016 09/2017
Thrivent Investment Management Inc Glendale CA 09/2017 04/2019
Thrivent Financial Appleton WI 09/2017 02/2018
Thrivent Financial Appleton WI 02/2018 04/2019
Charles Schwab & Co., Inc. Woodland Hills CA 04/2019 09/2022
Charles Schwab Bank Woodland Hills CA 04/2019 09/2022
J.P. Morgan Securities Llc Reseda CA 10/2022 03/2023
Jpmorgan Chase Bank, N.A. Reseda CA 10/2022 03/2023
Fidelity Investments Thousand Oaks CA 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2015 → 09/2016
    Think Passenger Inc./Fuel Cycle
    Los Angeles, CA
  • 05/2016 → 11/2016
    New York Life Insurance Co.
    Glendale, CA
  • 11/2016 → 09/2017
    Nylife Securities Llc
    Glendale, CA
  • 02/2016 → 12/2016
    The Lost & Found Club
    Reseda, CA
  • 11/2016 → 09/2017
    New York Life Insurance Company
    Glendale, CA
  • 09/2017 → 04/2019
    Thrivent Investment Management Inc
    Glendale, CA
  • 09/2017 → 02/2018
    Thrivent Financial
    Appleton, WI
  • 02/2018 → 04/2019
    Thrivent Financial
    Appleton, WI
  • 04/2019 → 09/2022
    Charles Schwab & Co., Inc.
    Woodland Hills, CA
  • 04/2019 → 09/2022
    Charles Schwab Bank
    Woodland Hills, CA
  • 10/2022 → 03/2023
    J.P. Morgan Securities Llc
    Reseda, CA
  • 10/2022 → 03/2023
    Jpmorgan Chase Bank, N.A.
    Reseda, CA
  • 04/2023 → Present
    Fidelity Investments
    Thousand Oaks, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-02
  • S66 Uniform Combined State Law Examination
    2017-11-02
Other Names
  • Erika Anne Estanislao Dizon
  • Erika Anne E Dizon
  • Erika E Dizon
  • Erika Dizon
  • Erika Anne Dizon
  • Erikaanne E Dizon
  • Erika Anne E. Dizon
  • Erikaanne Estanislao Dizon

View on SEC IAPD

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IBN ASSET MANAGEMENT, LLC · THOUSAND OAKS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Thousand Oaks, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Thousand Oaks, CA
LPL FINANCIAL LLC · THOUSAND OAKS, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · THOUSAND OAKS, CA
STRATEGIC FINANCIAL · THOUSAND OAKS, CA
GOLD COAST SECURITIES, INC. · THOUSAND OAKS, CA
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