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165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-25 |
Branch Locations
St. Petersburg, FL • United States
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 |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 01/2022 | 06/2025 |
| The Michaels Organization | College Station | TX | 09/2020 | 12/2021 |
| Aggieland Outfitters | College Station | TX | 08/2017 | 12/2017 |
| Groveton High School | Groveton | TX | 08/2013 | 06/2017 |
| Texas A&M University | College Station | TX | 08/2017 | 12/2021 |
| Edelman Financial Engines | Santa Clara | CA | 08/2025 | 02/2026 |
| Earned Wealth Advisors, Llc | Walnut Creek | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-09 |
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