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Advisor at EARNED WEALTH ADVISORS, LLC
BERKELEY, 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 1, 2024 | n/a | yes | BERKELEY, CA | Current employment |
| EARNED WEALTH | Former SEC adviser | Apr 10, 2023 | Jan 4, 2025 | no | NEW YORK, NY|San Francisco, CA|Berkeley, CA | Previous registration |
| FORGE GLOBAL ADVISORS LLC | Asset manager | Aug 11, 2022 | Feb 10, 2023 | no | SAN FRANCISCO, CA | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Jan 13, 2014 | May 12, 2021 | no | PLANO, TX|CAMAS, WA|SAN MATEO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EARNED WEALTH | EARNED WEALTH ADVISORS, LLC | Jan 4, 2025 | Aug 1, 2024 | -156 | Channel change | RIA to RIA |
| FORGE GLOBAL ADVISORS LLC | EARNED WEALTH | Feb 10, 2023 | Apr 10, 2023 | 59 | Firm change | Other |
| FISHER INVESTMENTS | FORGE GLOBAL ADVISORS LLC | May 12, 2021 | Aug 11, 2022 | 456 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 316933:108052:CA:2025-01-04 | Jan 4, 2025 | Aug 1, 2024 | BERKELEY, CA | Firm change after gap |