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Advisor at EARNED WEALTH ADVISORS, LLC
WESTMINSTER, CO | WALNUT CREEK, CA
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 | Aug 28, 2025 | n/a | yes | WALNUT CREEK, CA|WESTMINSTER, CO | Current employment |
| Facet | Independent wealth | Oct 20, 2020 | Aug 15, 2025 | no | WEST PALM BEACH, FL|Westminster, CO | Previous registration |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Apr 13, 2016 | Sep 16, 2020 | no | BOULDER, CO|BOULDER, CO|Boulder, CO|Boulder, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Facet | EARNED WEALTH ADVISORS, LLC | Aug 15, 2025 | Aug 28, 2025 | 13 | Firm change | RIA to RIA |
| CUSO FINANCIAL SERVICES, L.P. | Facet | Sep 16, 2020 | Oct 20, 2020 | 34 | Firm change | Ibd to RIA |