EH
Erika J. Howell
MOSS, LUSE & WOMBLE
PLANO, TX 75024
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CRD#: 7421525
EH
Erika Jordan HowellMOSS, LUSE & WOMBLE
Professional summary
Erika Jordan Howell, who also goes by Erika Jordan Parker, is a registered financial advisor currently at MOSS, LUSE & WOMBLE, LLC located in Plano, Texas.
Erika is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Erika has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Always Fiduciary
Aliases
Erika Jordan Parker
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.
HOWELL, LLC; NON INVESTMENT RELATED; FARMERS BRANCH, TX; BOOKKEEPING/TAXES; MANAGING MEMBER; ACTIVITY BEGAN FEBRUARY 2021; i DEVOTE APPX 5-10 HOURS PER MONTH TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS; I ASSIST WITH THE BOOKKEEPING AND TAXES FOR NON-PROFIT. RENTAL PROPERTY; INVESTMENT RELATED; AUBREY, TX; RENTAL PROPERTY; CO-OWNER; ACTIVITY BEGAN JULY 2022; I DEVOTE APPX 5 HOURS TO THIS ACTIVITY PER MONTH WITH NONE OF THOSE HOURS DURING TRADING HOURS; RENT COLLECTION, TENANT MANAGEMENT, MANAGING PROPERTY. CFO4LIFE GROUP, LLC; INVESTMENT-RELATED; COPPELL, TX; REGISTERED INVESTMENT ADVISOR; SENIOR TAX ADVISOR; ACTIVITY BEGAN 08/2023; 160 HOURS PER MONTH; 120 HOURS PER MONTH DURING TRADING HOURS; SENIOR TAX ADVISOR; AUSDAL FINANCIAL PARTNERS, INC; INVESTMENT-RELATED; DAVENPORT, IA; BROKER-DEALER; REGISTERED REPRESENTATIVE; ACTIVITY BEGAN 04/2023; 160 HOURS PER MONTH; 120 HOURS PER MONTH DURING TRADING HOURS; REGISTERED REPRESENTATIVE; FIVE HANSON HOLDINGS, LLC; NOT INVESTMENT RELATED; VAN, TX; BOOKKEEPING; BOOKKEEPER; ACTIVITY BEGAN 12/2024; I DEVOTE APPX 5 HOURS PER MONTH WITH NONE OF THOSE HOURS DURING TRADING HOURS; BOOKKEEPER.
CRS (Client Relationship Summary) - RIA
Click below to view Erika Jordan Howell'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®
NoneExperience
Current
August 20, 2026 - Present
MOSS, LUSE & WOMBLE, LLC
Office #1: 5160 Tennyson Parkway Suite 2000w, Plano, TX 75024RIA
CRD#: 152841
PLANO, TX
Past
August 24, 2022 - October 2, 2025
CFO4LIFE
RIA
CRD#: 287600
COPPELL, TX
Past
May 5, 2022 - October 6, 2025
AUSDAL FINANCIAL PARTNERS, INC.
BD
CRD#: 7995
COPPELL, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ML
MOSS, LUSE & WOMBLE, LLC
MOSS, LUSE & WOMBLE, LLC | MOSS, LUSE, WOMBLE | MOSS, LUSE & WOMBLE, LLP
CRD#: 152841 / SEC#: 801-114973
RIA
Registered Investment Advisory firm - (4/10/2019 Approved)Colorado
Registered Investment Advisory firm - (4/24/2019 Terminated)Louisiana
Registered Investment Advisory firm - (4/15/2019 Terminated)North Carolina
Registered Investment Advisory firm - (4/17/2019 Terminated)Texas
Registered Investment Advisory firm - (4/15/2019 Terminated)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
Texas(8/20/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
PR
Series 7TO
Passed: 5/5/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
ML
MOSS, LUSE & WOMBLE, LLC
MOSS, LUSE & WOMBLE, LLC | MOSS, LUSE, WOMBLE | MOSS, LUSE & WOMBLE, LLP
CRD#: 152841 / SEC#: 801-114973
RIA
Registered Investment Advisory firm - (4/10/2019 Approved)Colorado
Registered Investment Advisory firm - (4/24/2019 Terminated)Louisiana
Registered Investment Advisory firm - (4/15/2019 Terminated)North Carolina
Registered Investment Advisory firm - (4/17/2019 Terminated)Texas
Registered Investment Advisory firm - (4/15/2019 Terminated)Loading...
Contact information
Main Address
5160 Tennyson Parkway Suite 2000w, Plano, TX 75024
Mailing Address
Phone number
(972) 674-2584
Established
Firm type
Fiscal year end
# of Employees
42
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 874 |
| AUM (Assets Under Management) | $ 803,162,000 |
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.
Company Information
MOSS, LUSE & WOMBLE, LLC
CRD#: 152841Plano, TX 75024TRUST BUT VERIFY
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