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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-06-29 |
Branch Locations
301 North Elm Street, Greensboro, NC 27401 • United States
3001 Academy Road, Ste 110, Durham, NC 27707 • United States
701 Green Valley Road Suite 100, Greensboro, NC 27408 • United States
8391 Old Courthouse Rd Ste 203, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 07/2014 | 10/2021 |
| Erickson Advisors | Greensboro | NC | 06/2014 | 01/2020 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 11/2021 | 01/2023 |
| Capfinancial Securities Llc | Raleigh | NC | 10/2021 | 01/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2023 | Present |
| Linda P Erickson, Cfp, Inc Dba Erickson Advisors | Greensboro | NC | 01/2023 | 12/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Erickson Advisors Inc Dba Erickson Advisors | Greensboro | NC | 01/2026 | Present |
1. NAME OF OTHER BUSINESS: ERICKSON ADVISORS INC DBA ERICKSON ADVISORS INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-10-14 |
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