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RIA / WealthAdvisor39 years in industry

BRYAN JOHN ERICKSON

Advisor at EVERSOURCE WEALTH ADVISORS, LLC

Redding, CA | BIRMINGHAM, AL

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Search this name across graphsid dfx:ria:472d7525-dc19-b5c3-b42f-d3caa8929d57

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Nov 16, 1998 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EVERSOURCE WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 13, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jul 13, 1987
First registration: Nov 16, 1998
Dual registered: no
Other names: BRYAN J ERICKSON
IAPD individual key: 1695524

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EVERSOURCE WEALTH ADVISORS, LLC	Independent wealth	Aug 25, 2025	n/a	yes	BIRMINGHAM, AL\|Redding, CA	Current employment
HARVEST INVESTMENT SERVICES, LLC	Independent wealth	Jun 28, 2022	Dec 16, 2024	no	Redding, CA\|OAKBROOK TERRACE, IL	Previous registration
ASHBY FINANCIAL SERVICES	n/a	Mar 25, 2011	Dec 31, 2012	no	SAN JOSE, CA\|REDDING, CA	Previous registration
HIGHWAY FINANCIAL NETWORKS	Former SEC adviser	Apr 25, 2003	Nov 17, 2025	no	REDDING, CA\|REDDING, CA\|REDDING, CA\|REDDING, CA	Previous registration
FINANCIAL WEST GROUP	Former SEC adviser	Nov 16, 1998	Jan 8, 2003	no	REDDING, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HIGHWAY FINANCIAL NETWORKS	ASHBY FINANCIAL SERVICES	Nov 17, 2025	Mar 25, 2011	-5,351	Firm change after gap	Other
HARVEST INVESTMENT SERVICES, LLC	EVERSOURCE WEALTH ADVISORS, LLC	Dec 16, 2024	Aug 25, 2025	252	Firm change	RIA to RIA
ASHBY FINANCIAL SERVICES	HARVEST INVESTMENT SERVICES, LLC	Dec 31, 2012	Jun 28, 2022	3,466	Firm change after gap	Other
FINANCIAL WEST GROUP	HIGHWAY FINANCIAL NETWORKS	Jan 8, 2003	Apr 25, 2003	107	Firm change	Other

Relationships

Registered with (5)

→ EVERSOURCE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Aug 25, 2025 to presentfactForm ADV
→ HIGHWAY FINANCIAL NETWORKSRegistered adviserregistration: previous registration
Apr 25, 2003 to Nov 17, 2025factForm ADV
→ HARVEST INVESTMENT SERVICES, LLCRegistered adviserregistration: previous registration
Jun 28, 2022 to Dec 16, 2024factForm ADV
→ ASHBY FINANCIAL SERVICESRegistered adviserregistration: previous registration
Mar 25, 2011 to Dec 31, 2012factForm ADV
→ FINANCIAL WEST GROUPRegistered adviserregistration: previous registration
Nov 16, 1998 to Jan 8, 2003factForm ADV

Dated events

Occurred
Nov 17, 2025
Advisor changed firm
Bryan John Erickson left Highway Financial Networks for Ashby Financial Services (registered 2011-03-25)
Form ADVobserved 6 days ago
Occurred
Dec 16, 2024
Advisor changed firm
Bryan John Erickson left Harvest Investment Services, Llc for Eversource Wealth Advisors, Llc (registered 2025-08-25)
Form ADVobserved 6 days ago