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Barry Wilson Oliver

Earned Wealth Advisors, LLC

Walnut Creek, CA

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Current Employers
Earned Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-21
CA RA APPROVED 1999-09-10
  • TX RA
    APPROVED
    Since 2023-02-21
  • CA RA
    APPROVED
    Since 1999-09-10

Branch Locations

165 Lennon Ln, Ste 200, Walnut Creek, CA 94598 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thomas Doll Cpa's, P.C. Walnut Creek CA 01/1995 Present
Pensionone Advisors, Inc. Walnut Creek CA 07/2004 Present
Thomas Doll Walnut Creek CA 07/2007 01/2025
Td Payroll, Inc. Walnut Creek CA 07/2014 Present
Earned Wealth Walnut Creek CA 08/2024 01/2025
Earned Wealth Advisors, Llc Walnut Creek CA 01/2025 Present
  • 01/1995 → Present
    Thomas Doll Cpa's, P.C.
    Walnut Creek, CA
  • 07/2004 → Present
    Pensionone Advisors, Inc.
    Walnut Creek, CA
  • 07/2007 → 01/2025
    Thomas Doll
    Walnut Creek, CA
  • 07/2014 → Present
    Td Payroll, Inc.
    Walnut Creek, CA
  • 08/2024 → 01/2025
    Earned Wealth
    Walnut Creek, CA
  • 01/2025 → Present
    Walnut Creek, CA
Previous Registrations
  • 2024-08-01 → 2025-01-04
    Earned Wealth
    Walnut Creek, CA
Other Businesses

GEOTC I, LLC, NOT INVESTED RELATED, NO PHYSICAL ADDRESS, MEMBER OF LLC, MAY 2015, 2 HOURS DEVOTED PER MONTH, 2 HOURS PER MONTH DURING TRADING HOURS, APPROVE BILLS, PAY BILLS AND CONSULT WITH OTHER MEMBERS ON BUSINESS OPTIONS

Designations

View on SEC IAPD

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