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165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-16 |
Branch Locations
165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Woodside | CA | 07/2013 | 10/2021 |
| Personal Capital Advisors Corporation | Ojai | CA | 10/2021 | 04/2023 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 07/2025 |
| Earned Wealth Advisors, Llc | Walnut Creek | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-06 |
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