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165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-09-11 |
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 |
|---|---|---|---|---|
| Invesco Distributors, Inc. | Houston | TX | 06/2011 | 05/2019 |
| Invesco Advisers, Inc. | Atlanta | GA | 06/2011 | 05/2019 |
| Transamerica Capital, Inc. | Denver | CO | 01/2020 | 12/2021 |
| Unemployed | Alpharetta | GA | 06/2019 | 12/2019 |
| Ubs Financial Services.iNc | Atlanta | GA | 12/2021 | 08/2025 |
| Earned Wealth Advisors, Llc | Walnut Creek | CA | 08/2025 | Present |
1) JUDY BEAMAN RENTAL PROPERTY; NOT INVESTMENT RELATED; 1075 BAY STREET, TYBEE ISLAND, GEORGIA 31328; SEASONAL RENTAL PROPERTY; OWNER; START: 02/2017; NONE; NONE. 2) CIVIL AIR PATROL. PEACHTREE DEKALB AIRPORT 2000 AIRPORT RD CHAMBLEE, GA 30341. VOLUNTEER CAPTAIN. START DATE 01/2021, 3 HRS/MTH. ZERO DURING SEC TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-28 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-03 |
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