DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner25 years in industry

ERICA ROHLFING LYALL

Advisor at STRATEGIC ADVISORY PARTNERS

GREENSBORO, 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:f7976feb-cc02-59c2-e6e0-4e18c6afc6aa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: May 24, 2004 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: STRATEGIC ADVISORY PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 6, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jul 6, 2001
First registration: May 24, 2004
Dual registered: no
Other names: NICOLE ROHLFING ERICA|ERICA NICOLE ROHLFING
IAPD individual key: 4286885

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
STRATEGIC ADVISORY PARTNERS	Independent wealth	Oct 14, 2025	n/a	yes	GREENSBORO, NC	Current employment
MODERA WEALTH MANAGEMENT, LLC	Independent wealth	Apr 26, 2023	Oct 13, 2025	no	WESTWOOD, NJ\|WINSTON-SALEM, NC	Previous registration
PARSEC FINANCIAL	Former SEC adviser	May 5, 2022	Apr 27, 2023	no	WINSTON-SALEM, NC	Previous registration
STRATEGIC BLUEPRINT, LLC	Independent wealth	Oct 19, 2020	Mar 16, 2022	no	Greensboro, NC	Previous registration
AVID WEALTH MANAGEMENT, LLC	n/a	Feb 11, 2020	Sep 25, 2020	no	WINSTON SALEM, NC	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 7, 2008	Aug 5, 2008	no	WINSTON SALEM, NC\|FORT MILL, SC\|WINSTON-SALEM, NC\|WINSTON SALEM, NC	Previous registration
UVEST FINANCIAL SERVICES GROUP, INC.	n/a	Feb 5, 2007	Mar 10, 2008	no	WINSTON-SALEM, NC	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	May 24, 2004	Feb 6, 2007	no	CHARLOTTE, NC\|WINSTON-SALEM, NC	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
MODERA WEALTH MANAGEMENT, LLC	STRATEGIC ADVISORY PARTNERS	Oct 13, 2025	Oct 14, 2025	1	Firm change	RIA to RIA
PARSEC FINANCIAL	MODERA WEALTH MANAGEMENT, LLC	Apr 27, 2023	Apr 26, 2023	-1	Bulk transfer	RIA to RIA
STRATEGIC BLUEPRINT, LLC	PARSEC FINANCIAL	Mar 16, 2022	May 5, 2022	50	Firm change	RIA to RIA
AVID WEALTH MANAGEMENT, LLC	STRATEGIC BLUEPRINT, LLC	Sep 25, 2020	Oct 19, 2020	24	Firm change	Other
LPL FINANCIAL LLC	AVID WEALTH MANAGEMENT, LLC	Aug 5, 2008	Feb 11, 2020	4,207	Firm change after gap	Other
UVEST FINANCIAL SERVICES GROUP, INC.	LPL FINANCIAL LLC	Mar 10, 2008	Mar 7, 2008	-3	Firm change	Other
BB&T INVESTMENT SERVICES, INC.	UVEST FINANCIAL SERVICES GROUP, INC.	Feb 6, 2007	Feb 5, 2007	-1	Firm change	Other

Relationships

Registered with (8)

→ STRATEGIC ADVISORY PARTNERSRegistered adviserregistration: current employment
Oct 14, 2025 to presentfactForm ADV
→ MODERA WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 26, 2023 to Oct 13, 2025factForm ADV
→ PARSEC FINANCIALRegistered adviserregistration: previous registration
May 5, 2022 to Apr 27, 2023factForm ADV
→ STRATEGIC BLUEPRINT, LLCRegistered adviserregistration: previous registration
Oct 19, 2020 to Mar 16, 2022factForm ADV
→ AVID WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 11, 2020 to Sep 25, 2020factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 7, 2008 to Aug 5, 2008factForm ADV
→ UVEST FINANCIAL SERVICES GROUP, INC.Registered adviserregistration: previous registration
Feb 5, 2007 to Mar 10, 2008factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
May 24, 2004 to Feb 6, 2007factForm ADV

Dated events

Occurred
Oct 13, 2025
Advisor changed firm
Erica Rohlfing Lyall left Modera Wealth Management, Llc for Strategic Advisory Partners (registered 2025-10-14)
Form ADVobserved 4 days ago
Occurred
Mar 16, 2022
Advisor changed firm
Erica Rohlfing Lyall left Strategic Blueprint, Llc for Parsec Financial (registered 2022-05-05)
Form ADVobserved 4 days ago