Erica B. Massie
Professional summary
Erica Beth Massie, who also goes by Erica Beth Osborn, Erica Beth Thompson, is a registered financial professional currently at PEAK BROKERAGE SERVICES, LLC located in Fort Myers, Florida.
Erica is registered as a RR (Registered Representative) and started their career in finance in 2026. Erica has worked at 1 firm and has passed the Series 7TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Erica Beth Massie's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 15, 2026 - Present
PEAK BROKERAGE SERVICES, LLC
Office #1: 15961 Mcgregor Blvd Suite 2, Fort Myers, FL 33908State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 6/15/2026
General Securities Representative ExaminationFINRA
Current Firm
PEAK BROKERAGE SERVICES, LLC
CRD#: 157045 / SEC#: , 8-68829
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PEAK REPS, LLC | OWNER | |
| COKER, KAREN | CHIEF RISK OFFICER | 2731928 |
| MUELLER, CHRISTOPHER BRIAN | CHIEF OPERATIONS OFFICER | 2098597 |
| PHILLIPS, DAVID LEVERT | CHIEF INFORMATION SECURITY OFFICER | 2054858 |
| REYNOLDS, MATTHEW MARK | PRESIDENT/FINOP | 4077413 |
| RUDNICK, REGINA MARY | PRESIDENT/HEAD OF ADVISOR SERVICES | 2373530 |
| TAYLOR, CHRISTIAN GABRIEL | CHIEF COMPLIANCE OFFICER | 5462381 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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Company Information
PEAK BROKERAGE SERVICES, LLC
CRD#: 157045Fort Myers, FL 33908TRUST BUT VERIFY
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