DFX Intelligence

Data Factory

RIA / WealthAdvisor28 years in industry

Patrick Lee Beaman

Advisor at EARNED WEALTH ADVISORS, LLC

NEW ORLEANS, LA | WALNUT CREEK, CA

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:1af60fb9-b444-df4a-362f-47e02bf95be2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 9, 2005 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: EARNED WEALTH ADVISORS, LLC
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: Mar 3, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom 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: S66|S65|S63
First exam: Mar 3, 1998
First registration: Sep 9, 2005
Dual registered: no
IAPD individual key: 2341502

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
EARNED WEALTH ADVISORS, LLC	Independent wealth	Sep 11, 2025	n/a	yes	WALNUT CREEK, CA\|NEW ORLEANS, LA	Current employment
INVESCO ADVISERS, INC.	Asset manager	Jun 9, 2011	May 31, 2019	no	ATLANTA, GA\|ALPHARETTA, GA\|Alpharetta, GA	Previous registration
NEUBERGER BERMAN BD LLC	No RAUM reported	Mar 31, 2011	Jun 7, 2011	no	BATON ROUGE, LA\|ATLANTA, GA	Previous registration
NEUBERGER BERMAN MANAGEMENT LLC	Former SEC adviser	Dec 18, 2008	Dec 31, 2009	no	ATLANTA, GA\|BATON ROUGE, LA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 9, 2005	Jul 15, 2008	no	PLAINSBORO, NJ\|BATON ROUGE, LA	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
INVESCO ADVISERS, INC.	EARNED WEALTH ADVISORS, LLC	May 31, 2019	Sep 11, 2025	2,295	Firm change after gap	Other
NEUBERGER BERMAN BD LLC	INVESCO ADVISERS, INC.	Jun 7, 2011	Jun 9, 2011	2	Firm change	Other
NEUBERGER BERMAN MANAGEMENT LLC	NEUBERGER BERMAN BD LLC	Dec 31, 2009	Mar 31, 2011	455	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	NEUBERGER BERMAN MANAGEMENT LLC	Jul 15, 2008	Dec 18, 2008	156	Firm change	Other

Relationships

Registered with (5)

→ EARNED WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Sep 11, 2025 to presentfactForm ADV
→ INVESCO ADVISERS, INC.Registered adviserregistration: previous registration
Jun 9, 2011 to May 31, 2019factForm ADV
→ NEUBERGER BERMAN BD LLCRegistered adviserregistration: previous registration
Mar 31, 2011 to Jun 7, 2011factForm ADV
→ NEUBERGER BERMAN MANAGEMENT LLCRegistered adviserregistration: previous registration
Dec 18, 2008 to Dec 31, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 9, 2005 to Jul 15, 2008factForm ADV

Dated events

No dated event names this entity yet.