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

J.P. MORGAN SECURITIES LLC

Current firm class

wirehousederived

Book size

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

Industry start

Sep 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

2

Exams

S66

First exam

Dec 17, 2016

First registration

Mar 10, 2017

Dual registered

yes, broker-dealer

Other names

Erica Price|Erica Conner|Erica Goltra|Erica J Goltra|Erica J Conner|Erica Jane Conner|Erica J Price|Erica Jane Price|Erica Jane Goltra

IAPD individual key

6703824

• Occurred

  Dec 5, 2023
  Advisor changed firm

  Erica Goltra left Adaptation Financial Advisors Inc. for J.P. Morgan Securities Llc (registered 2024-03-15)

  Form ADVobserved 6 days ago
• Occurred

  Mar 1, 2023
  Advisor changed firm

  Erica Goltra left Planmember Securities Corporation for Adaptation Financial Advisors Inc. (registered 2023-03-22)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:afa36f68-0b10-8c26-d6b3-028afeb2ace5

First observed

Mar 10, 2017

Last observed

Sep 14, 2026 7 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.