Erica Lynn York

Current Employers

Employment History

• 02/2015 → 11/2017
  Ameriprise Financial Services, Inc.
  Mercer Island, WA
• 11/2017 → 11/2018
  Raymond James Financial Services, Inc.
  Fresno, CA
• 11/2017 → 11/2018
  Raymond James Financial Services Advisors Inc.
  Fresno, CA
• 11/2017 → 11/2018
  Next Retirement Service
  San Diego, CA
• 11/2018 → 09/2019
  Wells Fargo Clearing Services, Llc
  Fresno, CA
• 09/2019 → Present
  M.S. Howells & Co
  Scottsdale, AZ
• 09/2019 → 03/2023
  Laurel Wealth Advisors
  Fresno, CA
• 09/2019 → Present
  Strong Valley Wealth & Pension
  Fresno, CA
• 02/2023 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Previous Registrations

• 2021-02-01 → 2023-03-31
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
  Fresno, CA
• 2019-10-04 → 2020-12-31
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
  Fresno, CA
• 2018-11-26 → 2019-09-23
  Wells Fargo Clearing Services, Llc
  Fresno, CA
• 2017-11-17 → 2018-11-12
  Raymond James Financial Services Advisors, Inc
  Fresno, CA
• 2015-04-09 → 2017-11-30
  Ameriprise Financial Services, Llc
  Mercer Island, WA
  Fresno, CA
  Fresno, CA
• 2014-08-29 → 2015-02-23
  Wells Fargo Clearing Services, Llc
  Fresno, CA
• 2008-06-24 → 2014-09-08
  Ubs Financial Services Inc.
  Fresno, CA

Other Businesses

1. Name of Outside Business or Organization: M.S. Howells & Co. Address: 20555 North Pima Rd, Ste. 100, Scottsdale, AZ 85255 Title: Senior Operations Associate Description of Outside Business or Organization: Broker-Dealer Description of Duties or Responsibilities: Client Service Start Date: 09/20/2019 Hours Devoted to OBA Monthly: 2 (hours) during trading hrs. / 0 (hours) during non-trading hrs. 2. INTEGRATED WEALTH CONCEPTS, LLC - DBA: STRONG VALLEY WEALTH & PENSION, LLC; Investment- RELATED-YES; 5 River Park Place W, Ste 205 Fresno, CA 93720 ; NATURE- RIA; POSITION/TITLE- ADVISOR; START DATE-02/01/2023; APPROXIMATELY 160 HOURS PER MONTH, 130 HOURS DURING TRADING HOURS; DESCRIPTION- IA AND RIA. 3. David & Erica York, Investment-related- No, 1446 W. San Ramon Ave. Fresno, CA 93711; Nature- Rental property management and income; Position/title- Owner/co-trustee; State date- 7.11.18; Approximately 0 hours per month, 0 hours during trading hours; Description- Husband runs and manages all business activities

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-23
• S63 Uniform Securities Agent State Law Examination
  2000-03-04

Other Names

• Erica Lynn Hinote
• Erica Lynn Kiger