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165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-18 |
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 |
|---|---|---|---|---|
| Schenley Capital | Sewickley | PA | 05/2022 | 12/2022 |
| Northwestern Mutual | Duluth | MN | 06/2022 | 08/2022 |
| Super One Liquor | Duluth | MN | 07/2019 | 12/2020 |
| Robert Morris University | Moon Township | PA | 08/2019 | 12/2022 |
| Denfeld High School | Duluth | MN | 09/2015 | 12/2020 |
| Earned Wealth | Pittsburgh | PA | 09/2024 | 01/2025 |
| Schenley Capital | Sewickley | PA | 01/2023 | 09/2024 |
| Earned Wealth Advisors, Llc | Charlotte | NC | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-13 |
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