Erica Lynn Mellone

Current Employers

Employment History

• 10/2008 → 11/2018
  Signator Investors, Inc.
  Wellesley Hills, MA
• 10/2008 → 11/2018
  John Hancock Life Insurance Co.
  Wellesley Hills, MA
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Needham Heights, MA

Previous Registrations

• 2011-01-31 → 2018-11-02
  Signator Investors, Inc.
  Needham Heights, MA

Other Businesses

1. CENTINEL FINANCIAL GROUP POSITION: Financial Planning NATURE: I work with another Royal Alliance Advisor, Gregory McLaughlin. I bill them for my time, as a consultant would. I am 1099'd for this income, which is on the same Financial Services Schedule C I file each year. It is not an agency or corporation structure. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2016 ADDRESS: 160 Gould Street, Suite 212, Needham Heights MA 02494, United States DESCRIPTION: I work with another Royal Alliance Advisors, Gregory McLaughlin. As part of the team, complete product due diligence. I bill Greg for my time, as a consultant would. 2. INSURANCE BROKERAGE POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 02/15/2013 ADDRESS: 160 Gould Street, Suite 212, Needham Heights MA 02494, United States DESCRIPTION: Acting as insurance broker representing multiple companies 3. BOSTON YOUNG PROFESSIONALS ASSOOCIATION POSITION: Board Member NATURE: I'm on the Board of the Boston Young Professionals Association, which is focused on creating a community for young professionals in Boston. There are regular events held for professional, educational, or social activities. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2015 ADDRESS: 225 Franklin Street, 26th Floor, Boston MA 02110, United States DESCRIPTION: On the Board I have an advisory role and also manage several of our partnerships. 4. CENTINEL FINANCIAL GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2016 ADDRESS: 160 Gould Street, Suite 212, Needham Heights MA 02494, United States DESCRIPTION: Financial Advisor 5. COMMONWEALTH WOMEN POSITION: CEO NATURE: LLC filing as an S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 4 START DATE: 06/18/2026 ADDRESS: 225 Franklin Street, 26th Floor, Boston MA 02110, United States DESCRIPTION: Commonwealth Women continues the work that I have done with BostonYPA, creating a community for women in Massachusetts. I will primarily be producing and hosting networking events for women.

Exams

• S66 Uniform Combined State Law Examination
  2009-02-09

Designations