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Advisor at EARNED WEALTH ADVISORS, LLC
WALNUT CREEK, CA | ST. PETERSBURG, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EARNED WEALTH ADVISORS, LLC | Independent wealth | Feb 25, 2026 | n/a | yes | ST. PETERSBURG, FL|WALNUT CREEK, CA | Current employment |
| EDELMAN FINANCIAL ENGINES | Independent wealth | Aug 13, 2025 | Feb 20, 2026 | no | Frisco, TX | Previous registration |
| FISHER INVESTMENTS | Independent wealth | May 9, 2022 | Jun 4, 2025 | no | PLANO, TX|PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | EARNED WEALTH ADVISORS, LLC | Feb 20, 2026 | Feb 25, 2026 | 5 | Firm change | RIA to RIA |
| FISHER INVESTMENTS | EDELMAN FINANCIAL ENGINES | Jun 4, 2025 | Aug 13, 2025 | 70 | Firm change | RIA to RIA |