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Barrett Thomas Gray

Earned Wealth Advisors, LLC

Walnut Creek, CA

Charlotte, NC

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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 2026-01-08
  • NC RA
    APPROVED
    Since 2026-01-08

Branch Locations

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

Charlotte, NC • 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
Dimensional Fund Advisors Charlotte NC 08/2023 10/2024
Western Kentucky University Bowling Green KY 08/2022 08/2023
Dimensional Fund Advisors Charlotte NC 06/2022 08/2022
Western Kentucky University Bowling Green KY 05/2021 05/2022
Oxmoor Auto Group Louisville KY 05/2021 08/2021
Western Kentucky University Bowling Green KY 08/2019 05/2021
Christian Academy Of Louisville Louisville KY 05/2019 07/2019
Christian Academy Of Louisville Louisville KY 08/2018 05/2019
Christian Academy Of Louisville Louisville KY 05/2018 08/2018
Christian Academy Of Louisville Louisville KY 08/2017 05/2018
Crossroads Iga Louisville KY 05/2017 08/2017
Chrisitian Academy Of Louisville Louisville KY 08/2011 05/2017
Choreo, Llc Charlotte NC 10/2024 01/2026
Earned Wealth Advisors, Llc Walnut Creek CA 01/2026 Present
  • 08/2023 → 10/2024
    Dimensional Fund Advisors
    Charlotte, NC
  • 08/2022 → 08/2023
    Western Kentucky University
    Bowling Green, KY
  • 06/2022 → 08/2022
    Dimensional Fund Advisors
    Charlotte, NC
  • 05/2021 → 05/2022
    Western Kentucky University
    Bowling Green, KY
  • 05/2021 → 08/2021
    Oxmoor Auto Group
    Louisville, KY
  • 08/2019 → 05/2021
    Western Kentucky University
    Bowling Green, KY
  • 05/2019 → 07/2019
    Christian Academy Of Louisville
    Louisville, KY
  • 08/2018 → 05/2019
    Christian Academy Of Louisville
    Louisville, KY
  • 05/2018 → 08/2018
    Christian Academy Of Louisville
    Louisville, KY
  • 08/2017 → 05/2018
    Christian Academy Of Louisville
    Louisville, KY
  • 05/2017 → 08/2017
    Crossroads Iga
    Louisville, KY
  • 08/2011 → 05/2017
    Chrisitian Academy Of Louisville
    Louisville, KY
  • 10/2024 → 01/2026
    Choreo, Llc
    Charlotte, NC
  • 01/2026 → Present
    Earned Wealth Advisors, Llc
    Walnut Creek, CA
Previous Registrations
  • 2024-12-16 → 2026-01-02
    Choreo, Llc
    Charlotte, NC
    Rockford, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-16
S63 Uniform Securities Agent State Law Examination 2023-10-23
  • S65 Uniform Investment Adviser Law Examination
    2024-12-16
  • S63 Uniform Securities Agent State Law Examination
    2023-10-23
Designations

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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