Shawn Thomas Lucas

Current Employers

Encompass More Asset Management Llc

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2025-03-27

UT RA
APPROVED

Since 2025-03-27

Branch Locations

Lindon, UT • United States

390 Diablo Rd Suite 100, Danville, CA 94526 • 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

Organization	City	State	From	To
Encompass More Asset Management Llc	Danville	CA	03/2025	Present
Apiary Fund	Lindon	UT	04/2011	Present

03/2025 → Present

Encompass More Asset Management Llc

Danville, CA
04/2011 → Present

Apiary Fund

Lindon, UT

Other Businesses

(1) Trader on the Street: An educational portal that I manage to teach people how to manage an investment portfolio. (2) Trading Leagues (In Development: An educational platform where traders can manage a portfolio and can measure their skills and success in different metrics against others. (3) Apiary Fund: An entity through which I manage my own personal assets

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-10-28
S63	Uniform Securities Agent State Law Examination	1997-11-24

S65 Uniform Investment Adviser Law Examination

2024-10-28
S63 Uniform Securities Agent State Law Examination

1997-11-24

Other Names

Shawn T Lucas

View on SEC IAPD