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Current Employers
Earned Wealth Advisors, Llc

165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-08-18
  • NC RA
    APPROVED
    Since 2025-08-18

Branch Locations

Charlotte, NC • United States

165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2022 → 12/2022
    Schenley Capital
    Sewickley, PA
  • 06/2022 → 08/2022
    Northwestern Mutual
    Duluth, MN
  • 07/2019 → 12/2020
    Super One Liquor
    Duluth, MN
  • 08/2019 → 12/2022
    Robert Morris University
    Moon Township, PA
  • 09/2015 → 12/2020
    Denfeld High School
    Duluth, MN
  • 09/2024 → 01/2025
    Earned Wealth
    Pittsburgh, PA
  • 01/2023 → 09/2024
    Schenley Capital
    Sewickley, PA
  • 01/2025 → Present
    Charlotte, NC
Previous Registrations
  • 2023-02-13 → 2025-03-27
    Sewickley, PA
  • 2024-09-16 → 2025-01-04
    Earned Wealth
    New York, NY
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-13
  • S65 Uniform Investment Adviser Law Examination
    2023-02-13

View on SEC IAPD

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