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William Truett Davis

Earned Wealth Advisors, LLC

Walnut Creek, CA

Denver, CO

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Current Employers
Earned Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-12-11
  • CO RA
    APPROVED
    Since 2025-12-11

Branch Locations

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

Denver, CO • 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
Beacon Pointe Advisors Llc Denver CO 01/2023 04/2024
Exterior Design Denver CO 08/2022 12/2022
Depuy Synthes Of Johnson & Johnson Frisco CO 06/2021 07/2022
Co Covid Drive-Up Community Testing Denver CO 11/2020 06/2021
Meridian Rapid Defense Group Denver CO 09/2019 11/2020
Colorado College Denver CO 08/2015 05/2019
Colorado College Sports Medicine Colorado Springs CO 08/2018 05/2019
University Of Colorado Anschutz Medical Campus Aurora CO 06/2018 08/2018
Unemployed Denver CO 06/2019 08/2019
Beacon Pointe Advisors Llc Denver CO 04/2024 04/2025
Beacon Pointe Advisors Llc Denver CO 04/2025 12/2025
Earned Wealth Advisors, Llc Walnut Creek CA 12/2025 Present
  • 01/2023 → 04/2024
    Beacon Pointe Advisors Llc
    Denver, CO
  • 08/2022 → 12/2022
    Exterior Design
    Denver, CO
  • 06/2021 → 07/2022
    Depuy Synthes Of Johnson & Johnson
    Frisco, CO
  • 11/2020 → 06/2021
    Co Covid Drive-Up Community Testing
    Denver, CO
  • 09/2019 → 11/2020
    Meridian Rapid Defense Group
    Denver, CO
  • 08/2015 → 05/2019
    Colorado College
    Denver, CO
  • 08/2018 → 05/2019
    Colorado College Sports Medicine
    Colorado Springs, CO
  • 06/2018 → 08/2018
    University Of Colorado Anschutz Medical Campus
    Aurora, CO
  • 06/2019 → 08/2019
    Unemployed
    Denver, CO
  • 04/2024 → 04/2025
    Beacon Pointe Advisors Llc
    Denver, CO
  • 04/2025 → 12/2025
    Beacon Pointe Advisors Llc
    Denver, CO
  • 12/2025 → Present
    Earned Wealth Advisors, Llc
    Walnut Creek, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-29
  • S65 Uniform Investment Adviser Law Examination
    2023-12-29
Other Names
  • Truett Davis

View on SEC IAPD

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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

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