Dean C. Erickson

BIONIC CAPITAL

Melbourne, FL

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CRD#: 1146314

Professional summary

Dean Charles Erickson is a registered financial advisor currently at BIONIC CAPITAL located in Melbourne, Florida.

Dean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Dean has worked at 6 firms and has passed the Series 66, Series 63, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I own StartupDomains.com and BrandLily.com through which I sell domain names. Working from my home, I have conducted this non-investment-related business since 2008. I work approximately 20 minutes each day. Time spent on this business during securities trading hours is de minimis and typically zero. My job is to source domains and sell them.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dean Charles Erickson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 17, 2022 - Present

BIONIC CAPITAL

Office #2: 7901 4th St N #20028, St. Petersburg, FL 33702

RIA

CRD#: 150240

Melbourne, FL

Past

July 21, 2009 - November 20, 2021

BIONIC CAPITAL

RIA

CRD#: 150240

Florida, FL

Past

July 9, 2008 - July 24, 2009

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA

CRD#: 13609

LOS ANGELES, CA

Past

July 9, 2008 - July 24, 2009

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

LOS ANGELES, CA

Past

August 8, 2006 - July 24, 2008

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BEVERLY HILLS, CA

Past

July 25, 2006 - July 24, 2008

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BEVERLY HILLS, CA

Past

September 16, 1987 - May 13, 1988

J.P. MORGAN SECURITIES LLC

CRD#: 79

Past

February 5, 1987 - July 22, 1987

MOSELEY SECURITIES CORPORATION

CRD#: 7908

Past

June 27, 1983 - September 9, 1986

MILLER TABAK HIRSCH & CO.

CRD#: 10384

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(2/17/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/7/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/28/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/24/2006

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 12/16/1987

National Commodity Futures Examination

Current Firm

BIONIC CAPITAL

CRD#: 150240 / SEC#:

California

Registered Investment Advisory firm - (11/20/2021 Terminated)

Colorado

Registered Investment Advisory firm - (12/24/2018 Terminated)

Florida

Registered Investment Advisory firm - (2/17/2022 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

7901 4th St N #20028, St. Petersburg, FL 33702

Mailing Address

Phone number

(310) 734-8500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	48
AUM (Assets Under Management)	$ 32,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Dean C. Erickson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dean Charles Erickson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIONIC CAPITAL

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

J.P. MORGAN SECURITIES LLC

MOSELEY SECURITIES CORPORATION

MILLER TABAK HIRSCH & CO.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/7/2006

Series 63

Date: 4/28/1987

Series 7

Date: 7/24/2006

Series 3

Date: 12/16/1987

Current Firm

BIONIC CAPITAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BIONIC CAPITAL

TRUST BUT VERIFY

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