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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-05-30 |
Branch Locations
4600 S. Syracuse Street, 9Th Fl., Denver, CO 80237 • 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 |
|---|---|---|---|---|
| Ajm Financial | Denver | CO | 10/2009 | Present |
| Wealth Watch Advisors Llc | Greenwood Village | CO | 07/2016 | 11/2017 |
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 11/2017 | 04/2023 |
| Encompass More Asset Management Llc | Danville | CA | 05/2023 | Present |
1) AJM FINANCIAL LLC; INVST RELATED; 4600 S. SYRACUSE STREET, 9TH FL, DENVER, CO 80236; INDEPENDENT INSURANCE AGENT. SELLS FIXED ANNUITIES, FIXED LIFE INSURANCE POLICIES, FIXED INDEXED ANNUITIES, UNIVERSAL LIFE, TERM LIFE, LONG TERM CARE AND HEALTH INSURANCE. 25 HOURS PER WEEK DURING MARKET HOURS; STARTED 10/2009
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-19 |
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