DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner23 years in industry

ROBERT G PEELMAN

Advisor at EARNED WEALTH ADVISORS, LLC

WALNUT CREEK, CA | Cincinnati, OH

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:521680e7-18bc-d156-299a-52bfb8ff39e2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 25, 2003 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: 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: Aug 18, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 18, 2003
First registration: Sep 25, 2003
Dual registered: no
IAPD individual key: 4681010

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	Dec 8, 2025	n/a	yes	WALNUT CREEK, CA\|Cincinnati, OH	Current employment
OJM GROUP, LLC	Former SEC adviser	Aug 3, 2010	Dec 11, 2025	no	CINCINNATI, OH	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Aug 9, 2010	no	EDGEWOOD, KY	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	EDGEWOOD, KY	Previous registration
MORGAN STANLEY DW INC.	n/a	Jan 21, 2005	Apr 2, 2007	no	EDGEWOOD, KY\|EDGEWOOD, KY	Previous registration
MORGAN STANLEY DW INC.	n/a	Sep 25, 2003	Mar 29, 2004	no	EDGEWOOD, KY	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
OJM GROUP, LLC	EARNED WEALTH ADVISORS, LLC	Dec 11, 2025	Dec 8, 2025	-3	Firm change	RIA to RIA
MORGAN STANLEY	OJM GROUP, LLC	Aug 9, 2010	Aug 3, 2010	-6	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
119850:108052:OH:2025-12-11	Dec 11, 2025	Dec 8, 2025	CINCINNATI, OH	Firm change

Relationships

Registered with (5)

→ EARNED WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Dec 8, 2025 to presentfactForm ADV
→ OJM GROUP, LLCRegistered adviserregistration: previous registration
Aug 3, 2010 to Dec 11, 2025factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Aug 9, 2010factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jan 21, 2005 to Apr 2, 2007factForm ADV

Dated events

Occurred
Dec 11, 2025
Advisor changed firm
Robert G Peelman left Ojm Group, Llc for Earned Wealth Advisors, Llc (registered 2025-12-08)
Form ADVobserved 6 days ago