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Current Employers
Encompass More Asset Management Llc

390 Diablo Rd Suite 100, Danville, CA 94526 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-09
WI RA APPROVED 2024-09-09
  • TX RA
    APPROVED
    Since 2024-09-09
  • WI RA
    APPROVED
    Since 2024-09-09

Branch Locations

390 Diablo Rd Suite 100, Danville, CA 94526 • United States

2665 S. Moorland Rd. Suite 212, New Berlin, WI 53151 • 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
Global View Capital Management, Llc Waukesha WI 01/2014 07/2023
Global View Capital Insurance Services, Llc Waukesha WI 11/2010 07/2023
Global View Capital Advisors, Llc Waukesha WI 06/2013 07/2023
Scf Investment Advisors, Inc. San Diego CA 07/2023 10/2024
Encompass More Asset Management Llc Danville CA 09/2024 Present
Previous Registrations
  • 2023-07-17 → 2024-10-17
    Scf Investment Advisors, Inc.
    New Berlin, WI
    San Diego, CA
  • 2001-01-31 → 2023-07-18
    Waukesha, WI
    New Berlin, WI
    Waukesha, WI
    New Berlin, WI
  • 2010-11-05 → 2013-12-31
    Waukesha, WI
  • 2007-02-14 → 2010-11-04
    Investment Advisors International, Inc.
    Waukesha, WI
Other Businesses

[1] DU CHARME WEALTH MANAGEMENT; YES-INVESTMENT RELATED; ADDRESS: 2665 S. MOORLAND ROAD, SUITE 212, NEW BERLIN, WI 53151; NATURE: DBA; POSITION: AGENT/CONTRACTOR; STARTED: 06-2002 TO PRESENT; APPROX. 160 HRS/MONTH; APPROX. 140 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: FINANCIAL INVESTMENTS ADVISOR TO CLIENTS. [2] DBA DU CHARME WEALTH MANAGEMENT / DU CHARME FINANCIAL & BUSINESS SOLUTIONS, LLC; NOT INVESTMENT RELATED; ADDRESS: 2665 S.MOORLAND ROAD, SUITE 212, NEW BERLIN, WI 53151; NATURE: INSURANCE; POSITION: CONTRACTOR; 07-2023 TO PRESENT; APPROX. 10 HRS/MONTH; APPROX. 5 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: INSURANCE SALES TO CLIENTS. (3) LICENSED INDEPENDENT INSURANCE AGENT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-19
S63 Uniform Securities Agent State Law Examination 2002-10-01
  • S65 Uniform Investment Adviser Law Examination
    2006-12-19
  • S63 Uniform Securities Agent State Law Examination
    2002-10-01
Other Names
  • Eric Jay Becker
  • Eric Becker
  • Eric J. Becker

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