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Caitlin Marie Howerton

Earned Wealth Advisors, LLC

Walnut Creek, CA

Smyrna, GA

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Current Employers
Earned Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-01-06
  • GA RA
    APPROVED
    Since 2025-01-06

Branch Locations

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

Smyrna, GA • 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
Hilton Hotels New Orleans LA 01/2016 12/2017
Smartpath Atlanta GA 02/2018 08/2020
Facet Wealth Baltimore MD 08/2020 03/2023
Facet Wealth Baltimore MD 08/2020 03/2023
Na New Orleans LA 12/2017 02/2018
Archer Investment Management Austin TX 04/2023 09/2024
Earned Wealth Smyrna GA 09/2024 01/2025
Earned Wealth Advisors, Llc Smyrna GA 01/2025 Present
  • 01/2016 → 12/2017
    Hilton Hotels
    New Orleans, LA
  • 02/2018 → 08/2020
    Smartpath
    Atlanta, GA
  • 08/2020 → 03/2023
    Facet Wealth
    Baltimore, MD
  • 08/2020 → 03/2023
    Facet Wealth
    Baltimore, MD
  • 12/2017 → 02/2018
    Na
    New Orleans, LA
  • 04/2023 → 09/2024
    Archer Investment Management
    Austin, TX
  • 09/2024 → 01/2025
    Earned Wealth
    Smyrna, GA
  • 01/2025 → Present
    Earned Wealth Advisors, Llc
    Smyrna, GA
Previous Registrations
  • 2024-09-04 → 2025-01-04
    Earned Wealth
    New York, NY
    Smyrna, GA
  • 2023-04-06 → 2024-01-17
    Archer Investment Management
    Smyrna, GA
    Austin, TX
  • 2020-09-04 → 2023-03-27
    Facet
    Smyrna, GA
    West Palm Beach, FL
Designations
Other Names
  • Cait M Howerton

View on SEC IAPD

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OSAIC WEALTH, INC.

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DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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