Erica Bourquin

Current Employers

Granite Harbor Advisors, Inc.

10603 West Sam Houston Parkway North Suite 450, Houston, TX 77064 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2026-05-04

WI RA
APPROVED

Since 2026-05-04

Branch Locations

515 W North Shore Dr Ste 201, Hartland, WI 53029 • United States

10603 West Sam Houston Parkway North Suite 450, Houston, TX 77064 • 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

Organization	City	State	From	To
Bank Of America Private Bank	Chicago	IL	07/2021	04/2026
Student	Hartland	WI	04/2016	07/2021
Granite Harbor Advisors, Inc.	Hartland	WI	04/2026	Present

07/2021 → 04/2026

Bank Of America Private Bank

Chicago, IL
04/2016 → 07/2021

Student

Hartland, WI
04/2026 → Present

Granite Harbor Advisors, Inc.

Hartland, WI

Previous Registrations

2023-12-16 → 2026-04-24

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL

Other Businesses

Granite Harbor Capital, 10603 W Sam Houston Pkwy N, SUITE 450, Houston, TX 77064, January 2026, Granite Harbor Advisors established a related adviser that serves as adviser to a series of private funds. Erica Bourquin is compensated for client referrals and other various work for this related adviser. Approximately 20 hours per month and 16 hours per month during market hours are spent on this activity.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-15

S66 Uniform Combined State Law Examination

2023-12-15

Designations

Other Names

Erica Sage Bourquin
Erica S Bourquin

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