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RIA / WealthAdvisor14 years in industry

ERIKA DANINA WILLIAMS

Advisor at SAGEGROVE INVESTMENT ADVISORY GROUP, LLC

Colorado Springs, CO

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Search this name across graphsid dfx:ria:bcd76fb5-0e51-12db-e2f0-5a026d85c0f3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 28, 2012 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: SAGEGROVE INVESTMENT ADVISORY GROUP, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 6, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom 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: S65|S66
First exam: Apr 6, 2012
First registration: Jun 28, 2012
Dual registered: no
IAPD individual key: 5692680

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
SAGEGROVE INVESTMENT ADVISORY GROUP, LLC	State registered	Jul 8, 2025	n/a	yes	Colorado Springs, CO	Current employment
Namcoa	Mixed wealth	Aug 8, 2019	Sep 15, 2020	no	San Diego, CA	Previous registration
U.S. BANCORP ADVISORS, LLC	Bd affiliated wealth	Jul 21, 2016	Sep 28, 2017	no	SAN DIEGO, CA\|POWAY, CA\|SAN DIEGO, CA\|SAN DIEGO, CA\|RAMONA, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Jul 10, 2013	Jun 27, 2016	no	CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jun 28, 2012	Jun 27, 2013	no	DEERFIELD, IL	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
Namcoa	SAGEGROVE INVESTMENT ADVISORY GROUP, LLC	Sep 15, 2020	Jul 8, 2025	1,757	Firm change after gap	RIA to state RIA
U.S. BANCORP ADVISORS, LLC	Namcoa	Sep 28, 2017	Aug 8, 2019	679	Firm change after gap	Other
J.P. MORGAN SECURITIES LLC	U.S. BANCORP ADVISORS, LLC	Jun 27, 2016	Jul 21, 2016	24	Firm change	Other
WELLS FARGO ADVISORS	J.P. MORGAN SECURITIES LLC	Jun 27, 2013	Jul 10, 2013	13	Firm change	Wirehouse to wirehouse

Relationships

Registered with (5)

→ SAGEGROVE INVESTMENT ADVISORY GROUP, LLCRegistered adviserregistration: current employment
Jul 8, 2025 to presentfactForm ADV
→ NAMCOARegistered adviserregistration: previous registration
Aug 8, 2019 to Sep 15, 2020factForm ADV
→ U.S. BANCORP ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 21, 2016 to Sep 28, 2017factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Jul 10, 2013 to Jun 27, 2016factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 28, 2012 to Jun 27, 2013factForm ADV

Dated events

No dated event names this entity yet.