Erica Jean Cortez is an investment adviser representative (IAR) with state registration records since 2011, appearing at 11 firms. Currently registered with LIDO ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LIDO ADVISORS, LLC | 2026-06-24 | present | Yes |
| MARINER, LLC | 2025-07-14 | 2026-06-16 | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2025-01-02 | 2025-07-07 | — |
| NORTHWEST INVESTMENT COUNSELORS | 2023-10-04 | 2025-01-13 | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 2022-03-28 | 2023-08-15 | — |
| EMPIRICAL FINANCIAL SERVICES, LLC | 2021-10-20 | 2022-04-04 | — |
| WADDELL & REED | 2016-03-29 | 2020-10-19 | — |
| STRATEGIC ADVISERS LLC | 2015-03-26 | 2015-11-12 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2013-11-08 | 2014-03-04 | — |
| VALIC FINANCIAL ADVISORS, INC. | 2013-08-22 | 2013-10-31 | — |
| WADDELL & REED | 2011-03-25 | 2013-08-22 | — |
| EDWARD D. JONES & CO., L.P. | 2011-01-03 | 2011-02-22 | — |