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Ethan Brendan Earles

Sycamore Financial Planning, LLC

Durham, NC

Charlotte, NC

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Current Employers
Sycamore Financial Planning, Llc

1005 Slater Road Suite 320, Durham, NC 27703 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-07-29
LA RA APPROVED 2025-06-02
NC RA APPROVED 2022-02-23
SC RA APPROVED 2022-02-23
  • MA RA
    APPROVED
    Since 2025-07-29
  • LA RA
    APPROVED
    Since 2025-06-02
  • NC RA
    APPROVED
    Since 2022-02-23
  • SC RA
    APPROVED
    Since 2022-02-23

Branch Locations

1005 Slater Road Suite 320, Durham, NC 27703 • United States

4530 Park Rd Suite 108, Charlotte, NC 28209 • 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
United Parcel Service Bristol VA 11/2016 12/2016
The Inn At Virginia Tech Blacksburg VA 07/2017 05/2019
Virginia Tech Blacksburg VA 08/2016 05/2019
Tucker Bria Wealth Strategies Durham NC 06/2018 08/2018
Tucker Bria Wealth Strategies Durham NC 08/2019 04/2021
Commonwealth Financial Network Waltham MA 08/2019 04/2021
Sycamore Financial Planning, Llc Charlotte NC 05/2021 Present
  • 11/2016 → 12/2016
    United Parcel Service
    Bristol, VA
  • 07/2017 → 05/2019
    The Inn At Virginia Tech
    Blacksburg, VA
  • 08/2016 → 05/2019
    Virginia Tech
    Blacksburg, VA
  • 06/2018 → 08/2018
    Tucker Bria Wealth Strategies
    Durham, NC
  • 08/2019 → 04/2021
    Tucker Bria Wealth Strategies
    Durham, NC
  • 08/2019 → 04/2021
    Commonwealth Financial Network
    Waltham, MA
  • 05/2021 → Present
    Sycamore Financial Planning, Llc
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-18
  • S66 Uniform Combined State Law Examination
    2020-06-18
Designations
Other Names
  • Ethan Earles

View on SEC IAPD

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CENTER PEAK FINANCIAL
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
SCHARL ADVISORY SERVICES, INC.
EDWARD JONES

Other Investors

MADISON JANECZKO
MEGHAN HANNA
SAMUEL EDWARD BROTHERTON
BENJAMIN D. LOWRY
NATHAN B. NEELY
CATHERINE PELICAN
KYLE S MAXWELL
FOSTER KYEI

Other Offices

STRATEGIC ADVISERS LLC · DURHAM, NC
BRYANT & BRANNOCK, LLC. · DURHAM, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
J.P. MORGAN SECURITIES LLC · Durham, NC
CENTER PEAK FINANCIAL · DURHAM, NC
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Durham, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
SCHARL ADVISORY SERVICES, INC. · DURHAM, NC

More in Durham, NC

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