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165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-29 |
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 |
|---|---|---|---|---|
| Earned Wealth Advisors, Llc | Mahwah | NJ | 08/2025 | Present |
| Schwartz & Schwartz | Mahwah | NJ | 01/2022 | Present |
| Taxpoint Llc | Mahwah | NJ | 02/2012 | Present |
1) TaxPoint LLC, Mahwah, NJ 07430 | Accounting Firm |Non-Investment Related | Owner | February 2012 to Present | Accounting and Tax Preparation for individual and business clients | Devotes approximately 15-20 hours during tax season. 2) Schwartz & Schwartz, Mahwah, NJ 07430 | Accounting Firm | Non-Investment Related | Client Manager, Accountant | January 2022 to Present | Accounting and Tax Preparation for individual and business clients | Devotes approximately 160 hours per month, the majority of which are during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-22 |
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