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RIA / WealthAdvisor19 years in industry

Erica Lynn Reilly

Advisor at ECIO, INC.

MADISON, WI

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Search this name across graphsid dfx:ria:69b358a0-6963-c844-3d80-e9a43c80960a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 23, 2007 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: ECIO, INC.
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 20, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Jul 20, 2007
First registration: Jul 23, 2007
Dual registered: no
Other names: ERICA LASHLEY|ERICA LYNN LASHLEY|ERICA LYNN REILLY|ERICA REILLY
IAPD individual key: 5133367

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
ECIO, INC.	Institutional manager	Jul 19, 2024	n/a	yes	MADISON, WI	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Feb 6, 2023	Jun 27, 2024	no	York, PA	Previous registration
JOHNSON & WHITE WEALTH MANAGEMENT LLC	Independent wealth	Jun 6, 2014	Sep 26, 2023	no	YORK, PA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 23, 2007	May 28, 2014	no	WYOMISSING, PA\|YORK, PA	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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	ECIO, INC.	Jun 27, 2024	Jul 19, 2024	22	Firm change	Other
JOHNSON & WHITE WEALTH MANAGEMENT LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Sep 26, 2023	Feb 6, 2023	-232	Firm change after gap	RIA to ibd
WELLS FARGO ADVISORS	JOHNSON & WHITE WEALTH MANAGEMENT LLC	May 28, 2014	Jun 6, 2014	9	Firm change	Wirehouse to new firm

Relationships

Registered with (4)

→ ECIO, INC.Registered adviserregistration: current employment
Jul 19, 2024 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Feb 6, 2023 to Jun 27, 2024factForm ADV
→ JOHNSON & WHITE WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jun 6, 2014 to Sep 26, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 23, 2007 to May 28, 2014factForm ADV

Dated events

Occurred
Jun 27, 2024
Advisor changed firm
Erica Lynn Reilly left Raymond James Financial Services Advisors, Inc for Ecio, Inc. (registered 2024-07-19)
Form ADVobserved 4 days ago
Occurred
Sep 26, 2023
Advisor changed firm
Erica Lynn Reilly left Johnson & White Wealth Management Llc for Raymond James Financial Services Advisors, Inc (registered 2023-02-06)
Form ADVobserved 4 days ago