Erika Danina Williams

Current Employers

Employment History

• 07/2016 → 08/2019
  Unionbanc Investment Services, Llc
  San Diego, CA
• 08/2019 → 08/2020
  Naples Asset Management Co, Llc
  Naples, FL
• 12/2019 → 05/2021
  Oceanside Museum Of Art
  Oceanside, CA
• 07/2021 → 02/2024
  Rsf Social Finance
  San Francisco, CA
• 03/2024 → 02/2025
  Self Employed - Formation Of Sagegrove Entities
  Colorado Springs, CO
• 04/2025 → Present
  Sagegrove Investment Advisory Group, Llc
  Colorado Springs, CO
• 01/2025 → Present
  Sagegrove Financial Partners, Llc
  Colorado Springs, CO

Previous Registrations

• 2019-08-08 → 2020-09-15
  Namcoa
  San Diego, CA
• 2016-07-21 → 2017-09-28
  U.S. Bancorp Advisors, Llc
  San Diego, CA
  Poway, CA
  San Diego, CA
  San Diego, CA
  Ramona, CA
• 2013-07-10 → 2016-06-27
  J.P. Morgan Securities Llc
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2012-06-28 → 2013-06-27
  Wells Fargo Clearing Services, Llc
  Deerfield, IL

Other Businesses

11/2025 to Present. Board Member (unpaid), Aquillius Institute. Location: 10918 Technology Place, San Diego, CA 92127. Serve as a member of the board of directors for a nonprofit institute focused on research, education, and mission-driven initiatives. Provide governance oversight and strategic guidance. This role is separate from Sagegrove's investment advisory services and is not investment-related. No Sagegrove clients are solicited. The position is unpaid with no ownership or financial interest, and the time commitment is less than 10 hours per month. 10/2025 to Present. Senior Officer, Impact Investing, Colorado Health Foundation. Location: 1780 Pennsylvania Street, Denver, CO 80203. Source, structure, and manage mission- and program-related investments that align with the Foundation's financial and strategic objectives; collaborate with internal program staff and external community partners to advance health equity outcomes. No Sagegrove clients are solicited. The position is paid with no ownership interest, and the time commitment is 160 hours per month. 03/2025 to Present. Founder, CEO, Sagegrove Insurance Solutions, LLC. Location: 4783 Farmingdale Drive STE 223, Colorado Springs, CO 80918. Leads the firm's delivery of personal and commercial insurance solutions, including property & casualty, life, and health coverage, and is not investment-related. 06/2024 to 12/2025. Venture Partner, Aquillius Ventures. Location: 10918 Technology Place, San Diego, CA 92127. Served as a Venture Partner for a seed-stage venture capital firm focused on life sciences and technology. Provided strategic insight and thought leadership. This role is investment-related, but does not involve capital raising or securities solicitation. No Sagegrove clients are solicited. The position is unpaid with no ownership interest, and the time commitment is less than 10 hours per month. 03/2024 to Present. Organizational Development Consultant, Potlikker Capital. Location: 1041 N. Dupont Hwy #1725 Dover, DE 19901. Provide paid consulting services to a charitable loan fund, focused on organizational development, governance, and strategic planning. This activity is separate from Sagegrove's investment advisory services and is not investment-related. 06/2022 to Present. Board Chair (unpaid), Potlikker Capital. Location: 1041 N. Dupont Hwy #1725 Dover, DE 19901. Serve as the chair of the board of directors for a charitable loan fund. Provide governance oversight and strategic input. This role is separate from Sagegrove's investment advisory activities and is not investment-related. 03/2020 to 04/2021. Arbitrator, FINRA. Location: 8309 Torrey Park Terrace, San Diego, CA 92129, with jurisdiction in San Diego County. This role is non-investment-related. Involved in deciding on customer and employee disputes within the investment industry. Time devoted is approximately 20 hours per month outside of securities and trading hours, with some sessions taking place during those hours on an as-needed basis. 10/2017 to 07/2021. Co-Founder and CEO of Color Your World Personal Development & Coaching, LLC, Location 8309 Torrey Park Terrace, San Diego, CA 92129. The business was owned by both Mother, Yvonne Williams-McMillan, and Erika D. Williams as a non-investment-related partnership. The Company offers strategic advice and step-by-step guidance to small business owners in leadership development and training for themselves and their front-line employees. Time devoted is limited to less than 20 hours per month outside of securities and trading hours. 05/2009 to 03/2025. Licensed Insurance Agent. Location: 4783 Farmingdale Dr, Suite 223, Colorado Springs, CO, 80918. When appropriate, insurance products will be offered to clients. This role is non-investment-related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-21
• S66 Uniform Combined State Law Examination
  2012-04-06