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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
525 Middlefield Road, Suite 119, Menlo Park, CA 94025 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robasciotti & Associates, Inc. Dba Robasciotti & Philipson | San Francisco | CA | 09/2015 | 07/2017 |
| Robasciotti & Associates, Inc. Dba Robasciotti & Philipson | San Frnacisco | CA | 07/2017 | 07/2019 |
| Thomas Doll | Walnut Creek | CA | 08/2019 | 01/2025 |
| Earned Wealth | Walnut Creek | CA | 08/2024 | 01/2025 |
| Earned Wealth Advisors, Llc | Walnut Creek | CA | 01/2025 | 10/2025 |
| Creative Planning, Llc | Menlo Park | CA | 10/2025 | Present |
Oyabloom, LLC; Not investment related; Roseville, CA; Handcrafted personal care and beauty products; Founder & Formulator; Start date - 3/30/2023; 32 hours / month; 0 hours / month during securities trading hours; This is a hobby/micro-business making personal care and beauty products on the weekends. I sell products online and in-person locally.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-28 |
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