Erica Maureen Traulsen

Current Employers

Employment History

• 03/2023 → Present
  Concorde Investment Services
  Ann Arbor, MI
• 05/2018 → 07/2019
  Daniel Danker
  San Francisco, CA
• 03/2016 → 05/2017
  Private Estates/ Households
  Chicago, IL
• 07/2017 → 04/2018
  Dream, Inc.
  Chicago, IL
• 08/2019 → 09/2019
  Unemployed
  Vista, CA
• 10/2019 → 03/2021
  Watanabe, Llc
  Solana Beach, CA
• 03/2021 → 12/2022
  Bioriginal Food & Science
  Anaheim, CA
• 01/2023 → 02/2023
  Unemployed
  San Diego, CA

Other Businesses

1) Concorde Asset Management, Investment related, Ann Arbor, MI, Investment Advisory Services, Investment Advisor Representative, servicing of advisory clients. Start date 10/16/2023, 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. 2) Legacy Investment & Real Estate LLC. Investment related, Roseville CA, DBA for securities related activities, making investment recommendations to clients who would like to participate in Private Placement real estate investments, Registered Representative, Start date 01/27/2023, 11-20 hours/month during non business hours. 21-40 hours/month during business hours. 3) Financial Planning Association of Northern California. Non-investment related. Elk Grove, CA. Director of membership. Start Date: 9/2024. 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-18

Other Names

• Erica Maureen Wilens