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Current Employers
Earned Wealth Advisors, Llc

165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-23
  • FL RA
    APPROVED
    Since 2025-12-23

Branch Locations

500 East Broward Boulevard Suite 900, Fort Lauderdale, FL 33394 • United States

165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Law Office David B. Mandell Pc Pasadena CA 06/2002 Present
The O'DEll Group, Llc Cincinnati OH 03/2008 12/2025
Guardian Publishing, Llc Ft. Lauderdale FL 03/1996 Present
Ojm Group Cincinnati OH 03/2008 12/2025
Earned Wealth Advisors, Llc D/B/A Ojm Group Ft. Lauderdale FL 12/2025 Present
  • 06/2002 → Present
    Law Office David B. Mandell Pc
    Pasadena, CA
  • 03/2008 → 12/2025
    The O'DEll Group, Llc
    Cincinnati, OH
  • 03/1996 → Present
    Guardian Publishing, Llc
    Ft. Lauderdale, FL
  • 03/2008 → 12/2025
    Ojm Group
    Cincinnati, OH
  • 12/2025 → Present
    Earned Wealth Advisors, Llc D/B/A Ojm Group
    Ft. Lauderdale, FL
Previous Registrations
  • 2008-10-09 → 2025-12-11
    Ojm Group, Llc
    Cincinnati, OH
    Fort Lauderdale, FL
Other Businesses

PUBLIC SPEAKING, PUBLICATIONS, CO-AUTHORING BOOKS. TIME SPENT ON THIS ACTIVITY MAY VARY THROUGHOUT THE YEAR, BUT USUALLY ACCOUNTS FOR UP TO A FEW HOURS PER WEEK AND GENERALLY NOT DURING MARKET HOURS. PRACTICING LAW IN THE AREAS OF CORPORATE FORMATION AND ASSET PROTECTION, THROUGH THE ENTITY THE LAW OFFICE OF DAVID B. MANDELL, PC. TIME SPENT ON THIS ACTIVITY IS TYPICALLY LESS THAN 5 HOURS PER WEEK.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-01-04
S66 Uniform Combined State Law Examination 1999-02-26
  • S63 Uniform Securities Agent State Law Examination
    2001-01-04
  • S66 Uniform Combined State Law Examination
    1999-02-26

View on SEC IAPD

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