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15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-21 |
| AZ | RA | APPROVED | 2023-11-14 |
| CA | RA | APPROVED | 2020-01-03 |
| TX | RA | APPROVED_RES | 2020-01-02 |
| WA | RA | APPROVED | 2020-01-02 |
| OR | RA | APPROVED | 2014-07-17 |
Branch Locations
15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 07/2014 | Present |
| Encompass Wealth Advisors, Llc | Portland | OR | 07/2014 | Present |
1. ENCOMPASS WEALTH ADVISORS, LL; INVESTMENT RELATED; 15350 SW SEQUOIA PKWY, STE 250, PORTLAND, OR 97224; RIA; PRINCIPAL; START DATE 07/15/2014; FULL-TIME 2. Fixed Insurance-Not investment related-015350 SW Sequoia Parkway, Ste 250, Portland, OR 97224-Insurance-Agent-7/2017-10 hrs/mth-1 during trading hrs-Assist clients with insurance needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-25 |
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