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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-15 |
Branch Locations
309 Fellowship Road, East Gate Center Suite 200, Mount Laurel, NJ 08054 • United States
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 01/2025 | 09/2025 |
| Lincoln Investment | Fort Washington | PA | 01/2022 | 09/2025 |
| Global View Capital Advisors | Waukesha | WI | 06/2025 | 01/2026 |
| Global View Capital Management | Waukesha | WI | 07/2025 | 01/2026 |
| Global View Capital Insurance Services, Llc | Waukesha | WI | 06/2025 | 01/2026 |
| Holman Enterprises | Mt. Laurel | NJ | 12/2012 | 12/2019 |
| Impact Strategy Partners - Lincoln Investment | Tabernacle | NJ | 02/2020 | 01/2022 |
| Encompass More Asset Management Llc | Danville | CA | 01/2026 | Present |
(1) Licensed Insurance Agent. [2] IMPACT STRATEGY PARTNERS;NOT NVESTMENT RELATED; ADDRESS: 22 FOX HILL DRIVE, TABERNACLE, NJ 08088; NATURE: CONSULTING; POSITION: PRESIDENT; STARTED: 02.19.2020; APPROX. ZERO HRS/MO DURING TRADING HOURS; APPROX. ZERO HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: CONSULTING COMPANY THAT WAS PREVIOUSLY USED FOR CONSULTING WITH LINCOLN INVESTMENT, THERE IS NO ACTIVITY AND LISTING BECAUSE IT IS STILL IN EXISTENCE BUT NO BUSINESS IS DONE CURRENTLY. [3] WESLEY JORDAN PLANNING PARTNERS, LLC; NOT INVESTMENT RELATED; ADDRESS: 22 FOX HILL DRIVE, TABERNACLE, NJ 08088; NATURE: FLOW-THROUGH ENTITY ; POSITION: MANAGING MEMBER; STARTED: 06.21.2024; APPROX. 5-10 HRS/MO DURING TRADING HOURS; APPROX. 40 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MANAGE FLOW-THROUGH ENTITY USED FOR REVENUE (I.E. COMMISSIONS & FEES) EARNED FROM ENCOMPASS MORE ENTITIES AND AFFILIATES, PLUS CONSULTING AND PLANNING FEES, AS WELL AS FOR BUSINESS EXPENDITURES. [4] WESLEY'S MOBILE DETAILING, LLC; NOT INVESTMENT RELATED; ADDRESS: 3865 BARTON RUN BOULEVARD, MARITON, NJ 08053; NATURE: AUTOMOBILE SERVICES; POSITION: MEMBER OF LLC; STARTED: 08.18.2025; APPROX. ZERO HRS/MO DURING TRADING HOURS; APPROX. 2 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: THIS IS MY SON'S AUTO DETAILING BUSINESS. I AM NOT DIRECLTY INVOLVED IN THE BUSINESS OPERATION BUT AM A NON-MANAGING MEMBER OF HIS LLC. I PROVIDE LIMITED BUSINESS CONSULTING AND FINANCIAL ASSISTANCE AS THIS BUSINESS GETS UNDERWAY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-24 |
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