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Erika B Carlson

Morgan Stanley

Atlanta, GA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-26
GA RA APPROVED 2025-09-23
  • TX RA
    APPROVED
    Since 2025-09-26
  • GA RA
    APPROVED
    Since 2025-09-23

Branch Locations

3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • 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
Northwestern Mutual Investment Services Llc Atlanta GA 06/2017 07/2019
State Farm Vp Management Corp Cumming GA 03/2021 10/2022
Andy Agee State Farm Cumming GA 12/2019 10/2022
Transitions Retirement Benefit Group Canton GA 07/2019 12/2019
Northwestern Mutual Callaway Black Group Atlanta GA 04/2018 07/2019
Jbi Interiors Long Beach CA 04/2010 04/2018
Northwestern Mutual Investment Services Llc Atlanta GA 10/2022 05/2023
Mml Investors Services Llc Atlanta GA 05/2023 08/2023
Massmutual Life Insurance Company Atlanta GA 05/2023 08/2023
Morgan Stanley Atlanta GA 09/2023 Present
  • 06/2017 → 07/2019
    Northwestern Mutual Investment Services Llc
    Atlanta, GA
  • 03/2021 → 10/2022
    State Farm Vp Management Corp
    Cumming, GA
  • 12/2019 → 10/2022
    Andy Agee State Farm
    Cumming, GA
  • 07/2019 → 12/2019
    Transitions Retirement Benefit Group
    Canton, GA
  • 04/2018 → 07/2019
    Northwestern Mutual Callaway Black Group
    Atlanta, GA
  • 04/2010 → 04/2018
    Jbi Interiors
    Long Beach, CA
  • 10/2022 → 05/2023
    Northwestern Mutual Investment Services Llc
    Atlanta, GA
  • 05/2023 → 08/2023
    Mml Investors Services Llc
    Atlanta, GA
  • 05/2023 → 08/2023
    Massmutual Life Insurance Company
    Atlanta, GA
  • 09/2023 → Present
    Morgan Stanley
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-19
S63 Uniform Securities Agent State Law Examination 2022-01-08
  • S66 Uniform Combined State Law Examination
    2025-05-19
  • S63 Uniform Securities Agent State Law Examination
    2022-01-08
Other Names
  • Erika Brett Carlson
  • Erika Brett Carlson
  • Erika Carlson Lord
  • Erika Brett Carlson
  • Erika Brett Carlson
  • Erika Brett Carlson
  • Erika C Lord

View on SEC IAPD

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