Erika R. Mcelroy
Professional summary
Erika Rose Mcelroy, who also goes by Erika Rose Keenan, is a registered financial professional currently at LINCOLN FINANCIAL DISTRIBUTORS, INC. located in Radnor, Pennsylvania.
Erika is registered as a RR (Registered Representative) and started their career in finance in 2002. Erika has worked at 4 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Erika Rose Mcelroy's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 19, 2018 - Present
LINCOLN FINANCIAL DISTRIBUTORS, INC.
Office #1: 130 N Radnor-chester Rd, Radnor, PA 19087December 3, 2012 - May 7, 2013
HARTFORD FUNDS DISTRIBUTORS, LLC
October 17, 2011 - July 10, 2012
TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.
December 2, 2002 - December 3, 2012
GLOBAL ATLANTIC DISTRIBUTORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
Current Firm
LINCOLN FINANCIAL DISTRIBUTORS, INC.
CRD#: 145 / SEC#: , 8-13431
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | SHAREHOLDER | |
| CHRYSSIKOS, PAUL TELEMAC | SENIOR VICE PRESIDENT AND CHIEF LEGAL OFFICER | 7263748 |
| FALLER, DANIEL T | SENIOR VICE PRESIDENT, HEAD OF LFD FINANCE | 6006570 |
| GIBSON, JASON MICHAEL | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, DISTRIBUTION | 3081880 |
| KENNEDY, JOHN CHRISTOPHER | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2213083 |
| NEPA, JARED M. | SVP, HEAD OF LIFE & MONEYGUARD DISTRIBUTION | 5157819 |
| OMORUYI, MEGAN VOGT | AVP, FINANCIAL AND OPERATIONS PRINCIPAL | 7803022 |
| SEIFERT, TIMOTHY JOHN | SENIOR VICE PRESIDENT, HEAD OF RS DISTRIBUTION | 1577571 |
| SMITH, NANCY | SECRETARY | 6140078 |
Disclosures
| Regulatory Event | 3 |
Red Flags
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