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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

Erika S. Halliwill

Advisor at J.P. MORGAN SECURITIES LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b8dce92c-299c-471b-fe76-66ae0b8f9bf7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 23, 2013 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: 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: Jun 11, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 3
Exams: S63|S66
First exam: Jun 11, 2009
First registration: Sep 23, 2013
Dual registered: yes, broker-dealer
Other names: ERIKA S TAYLOR|ERIKA HALLIWILL|ERIKA S HALLIWILL
IAPD individual key: 5634413

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
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 29, 2020	n/a	yes	Fort Wayne, IN\|ELKHART, IN\|FORT WAYNE, IN\|FORT WAYNE, IN\|RICHMOND, IN\|FORT WAYNE, IN\|FORT WAYNE, IN\|FORT WAYNE, IN\|PORTAGE, MI\|KALAMAZOO, MI\|FORT WAYNE, IN\|FORT WAYNE, IN\|SOUTH BEND, IN\|NAPPANEE, IN\|FORT WAYNE, IN\|MUNCIE, IN\|FORT WAYNE, IN\|MUNCIE, IN\|ELKHART, IN\|ELKHART, IN\|KENDALLVILLE, IN\|RICHMOND, IN\|GOSHEN, IN\|ELKHART, IN\|FORT WAYNE, IN\|MISHAWAKA, IN\|COLUMBIA CITY, IN\|BENTON HARBOR, MI\|STEVENSVILLE, MI\|ST. JOSEPH, MI	Current employment
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Sep 23, 2013	Dec 6, 2018	no	FORT WAYNE, IN	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
PNC WEALTH MANAGEMENT	J.P. MORGAN SECURITIES LLC	Dec 6, 2018	Sep 29, 2020	663	Firm change after gap	Ibd to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
129052:79:IN:2018-12-06	Dec 6, 2018	Sep 29, 2020	FORT WAYNE, IN	Firm change after gap

Relationships

Registered with (2)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Sep 29, 2020 to presentfactForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 23, 2013 to Dec 6, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b8dce92c-299c-471b-fe76-66ae0b8f9bf7
First observed: Sep 23, 2013
Last observed: Sep 15, 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.

Erika S. Halliwill

Advisor at J.P. MORGAN SECURITIES LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b8dce92c-299c-471b-fe76-66ae0b8f9bf7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:35 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

J.P. MORGAN SECURITIES LLC

Wirehouse

Sep 29, 2020

n/a

yes

Current employment

PNC WEALTH MANAGEMENT

Bd affiliated wealth

Sep 23, 2013

Dec 6, 2018

FORT WAYNE, IN

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

PNC WEALTH MANAGEMENT

J.P. MORGAN SECURITIES LLC

Dec 6, 2018

Sep 29, 2020

663

Firm change after gap

Ibd to wirehouse

Team

Left

Joined

From

Kind

129052:79:IN:2018-12-06

Dec 6, 2018

Sep 29, 2020

FORT WAYNE, IN

Firm change after gap