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Andrew Michael Taylor

Earned Wealth Advisors, LLC

Cincinnati, OH

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
OH RA APPROVED 2025-12-08
  • OH RA
    APPROVED
    Since 2025-12-08

Branch Locations

8044 Montgomery Rd Ste 440, Cincinnati, OH 45236 • United States

165 Lennon Lane Suite 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
Ojm Group Cincinnati OH 02/2012 12/2025
Earned Wealth Advisors D/B/A Ojm Group Cincinnati OH 12/2025 Present
  • 02/2012 → 12/2025
    Ojm Group
    Cincinnati, OH
  • 12/2025 → Present
    Earned Wealth Advisors D/B/A Ojm Group
    Cincinnati, OH
Previous Registrations
  • 2012-03-09 → 2025-12-11
    Ojm Group, Llc
    Cincinnati, OH
  • 2003-05-08 → 2012-03-13
    Charles Schwab & Co., Inc.
    Cincinnati, OH
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-07-13
S63 Uniform Securities Agent State Law Examination 1997-08-05
  • S66 Uniform Combined State Law Examination
    2001-07-13
  • S63 Uniform Securities Agent State Law Examination
    1997-08-05
Designations
Other Names
  • Andy Taylor

View on SEC IAPD

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JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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