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165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-08 |
Branch Locations
165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States
8044 Montgomery Rd Ste 440, Cincinnati, OH 45236 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Ojm Group, Llc | Cincinnati | OH | 04/2002 | 12/2025 |
| Guardian Publishing, Llc | Los Angeles | CA | 10/2007 | Present |
| Earned Wealth Advisors, Llc D/B/A Ojm Group, Llc | Cincinnati | OH | 12/2025 | Present |
GUARDIAN PUBLISHING: PUBLIC SPEAKING, PUBLICATIONS, CO-AUTHORING BOOKS. TIME SPENT ON THIS ACTIVITY MAY VARY THROUGHOUT THE YEAR, BUT USUALLY ACCOUNTS FOR UP TO A FEW HOURS PER WEEK AND GENERALLY NOT DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-02-09 |
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