This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SCHWAB WEALTH ADVISORY, INC.

Current firm class

no raum reportedderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2006earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Dec 4, 2018

First registration

Dec 5, 2018

Dual registered

yes, broker-dealer

Other names

Erika Dolores Rockhill|Erika Dolores Arevalo|Erika Dolores Paolla Arevalo|Erika Constantine|Erika Rockhill Constantine

IAPD individual key

6993772

• Occurred

  Apr 1, 2025
  Advisor changed firm

  Erika Constantine left J.P. Morgan Securities Llc for Schwab Wealth Advisory, Inc. (registered 2025-04-28)

  Form ADVobserved 4 days ago
• Occurred

  Jun 28, 2022
  Advisor changed firm

  Erika Constantine left Wells Fargo Advisors for J.P. Morgan Securities Llc (registered 2022-07-08)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0ec0fdd5-2a4e-33a1-71c6-039a2417a5e2

First observed

Dec 5, 2018

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.