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Advisor at EARNED WEALTH ADVISORS, LLC
San Juan Capistrano, CA | 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 | Jan 6, 2025 | n/a | yes | San Juan Capistrano, CA|WALNUT CREEK, CA | Current employment |
| EARNED WEALTH | Former SEC adviser | Feb 9, 2022 | Jan 4, 2025 | no | NEW YORK, NY|SAN JUAN CAPISTRANO, CA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Dec 10, 1998 | Sep 23, 2021 | no | Torrance, CA|LONG BEACH, CA|Seal Beach, CA|SEAL BEACH, CA|Irvine, CA|Newport Beach, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EARNED WEALTH | EARNED WEALTH ADVISORS, LLC | Jan 4, 2025 | Jan 6, 2025 | 2 | Channel change | RIA to RIA |
| CHARLES SCHWAB & CO., INC. | EARNED WEALTH | Sep 23, 2021 | Feb 9, 2022 | 139 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 316933:108052:CA:2025-01-04 | Jan 4, 2025 | Jan 6, 2025 | SAN JUAN CAPISTRANO, CA | Firm change |