Erika Swick Allen is an investment adviser representative (IAR) with state registration records since 2020, appearing at 2 firms. Currently registered with COLDSTREAM WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| COLDSTREAM WEALTH MANAGEMENT | 2025-01-21 | present | Yes |
| HBC FINANCIAL SERVICES, PLLC | 2020-09-26 | 2025-01-31 | — |