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165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-11 |
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 |
|---|---|---|---|---|
| Parallel Financial | Greenville | SC | 05/2020 | 10/2023 |
| Clemson Univeristy | Clemson | SC | 08/2018 | 12/2020 |
| Twin Peaks | Greenville | SC | 06/2018 | 07/2018 |
| Clemson University | Clemson | SC | 09/2017 | 06/2018 |
| Blue Heron | Clemson | SC | 05/2017 | 09/2017 |
| Greenville Tech | Greenville | SC | 08/2015 | 05/2017 |
| Fisher Investments | Tampa | FL | 10/2023 | 01/2026 |
| Earned Wealth Advisors, Llc | Walnut Creek | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-02 |
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