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RIA / WealthAdvisorCertified Financial Planner15 years in industry

ERIK HEINZ LEMBCKE

Advisor at URS ADVISORY

Jupiter, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 7, 2011 to Sep 14, 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: URS ADVISORY
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: Aug 31, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 31, 2011
First registration: Sep 7, 2011
Dual registered: no
Other names: ERIK LEMBCKE
IAPD individual key: 5953894

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
URS ADVISORY	Independent wealth	Nov 13, 2025	n/a	yes	Jupiter, FL	Current employment
GRADIENT WEALTH MANAGEMENT	Bd affiliated wealth	Nov 4, 2016	Dec 31, 2017	no	WEST PALM BEACH, FL\|STUART, FL\|ARDEN HILLS, MN\|ARDEN HILLS, MN	Previous registration
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Former SEC adviser	Jan 10, 2014	Sep 26, 2016	no	PALM BEACH, FL\|SAN FRANCISCO, CA	Previous registration
DEUTSCHE BANK SECURITIES INC.	No RAUM reported	Sep 7, 2011	Aug 26, 2013	no	PALM BEACH, FL	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
GRADIENT WEALTH MANAGEMENT	URS ADVISORY	Dec 31, 2017	Nov 13, 2025	2,874	Firm change after gap	Other
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	GRADIENT WEALTH MANAGEMENT	Sep 26, 2016	Nov 4, 2016	39	Firm change	Other
DEUTSCHE BANK SECURITIES INC.	J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Aug 26, 2013	Jan 10, 2014	137	Firm change	Other

Relationships

Registered with (4)

→ URS ADVISORYRegistered adviserregistration: current employment
Nov 13, 2025 to presentfactForm ADV
→ GRADIENT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 4, 2016 to Dec 31, 2017factForm ADV
→ J.P. MORGAN PRIVATE WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Jan 10, 2014 to Sep 26, 2016factForm ADV
→ DEUTSCHE BANK SECURITIES INC.Registered adviserregistration: previous registration
Sep 7, 2011 to Aug 26, 2013factForm ADV

Dated events

No dated event names this entity yet.