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RIA / WealthAdvisor16 years in industry

ERIKA L JENSEN

Advisor at RESPIRE WEALTH MANAGEMENT, LLC

CLYDE, NC

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:d5b2dec1-a686-4729-3a6d-0464db9a4e99

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 6, 2010 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: RESPIRE WEALTH MANAGEMENT, 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: May 5, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 3
Exams: S66
First exam: May 5, 2010
First registration: May 6, 2010
Dual registered: no
Other names: ERIKA LEE HARRIS|ERIKA JENSEN|ERIKA HARRIS|ERIKA LEE JENSEN
IAPD individual key: 5748762

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
RESPIRE WEALTH MANAGEMENT, LLC	State registered	Jul 28, 2017	n/a	yes	CLYDE, NC	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 10, 2010	May 22, 2017	no	SUGAR LAND, TX\|HOUSTON, TX\|NEW YORK, NY\|HOUSTON, TX\|NEW YORK, NY\|SUGAR LAND, TX\|HOUSTON, TX\|SUGAR LAND, TX\|BAYTOWN, TX\|BAYTOWN, TX\|PENNINGTON, NJ\|BAYTOWN, TX\|HOUSTON, TX\|GALVESTON, TX	Previous registration
WADDELL & REED	Former SEC adviser	May 6, 2010	May 19, 2010	no	EDMOND, OK\|WEBSTER, TX	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	RESPIRE WEALTH MANAGEMENT, LLC	May 22, 2017	Jul 28, 2017	67	Firm change	Wirehouse to state RIA
WADDELL & REED	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	May 19, 2010	Jun 10, 2010	22	Firm change	Other

Relationships

Registered with (3)

→ RESPIRE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 28, 2017 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 10, 2010 to May 22, 2017factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
May 6, 2010 to May 19, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d5b2dec1-a686-4729-3a6d-0464db9a4e99
First observed: May 6, 2010
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.

ERIKA L JENSEN

Advisor at RESPIRE WEALTH MANAGEMENT, LLC

CLYDE, NC

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:d5b2dec1-a686-4729-3a6d-0464db9a4e99

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:13 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

RESPIRE WEALTH MANAGEMENT, LLC

State registered

Jul 28, 2017

n/a

yes

CLYDE, NC

Current employment

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Jun 10, 2010

May 22, 2017

Previous registration

WADDELL & REED

Former SEC adviser

May 6, 2010

May 19, 2010

EDMOND, OK|WEBSTER, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RESPIRE WEALTH MANAGEMENT, LLC

May 22, 2017

Jul 28, 2017

Firm change

Wirehouse to state RIA

WADDELL & REED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 19, 2010

Jun 10, 2010

Firm change

Other