Barrett Thomas Gray

Employer firm

Earned Wealth Advisors, LLC CRD 108052

$3.11B regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2024-12-16
• S63 Uniform Securities Agent State Law Examination
  2023-10-23

Designations

• Certified Financial Planner