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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-08-01 |
| TX | RA | APPROVED | 2024-07-01 |
Branch Locations
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
16845 E Ave Of The Fountains Suite 106, Fountain Hills, AZ 85268 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Fountain Hills | AZ | 01/2016 | 09/2018 |
| Raymond James Financial Services | Fountain Hills | AZ | 10/2018 | 06/2020 |
| Capital Wealth Alliance, Llc | Fountain Hills | AZ | 07/2020 | 06/2024 |
| Encompass More Asset Management Llc | Danille | CA | 07/2024 | Present |
| Kingswood Capital Partners, Llc | Kingswood | AZ | 07/2020 | 06/2024 |
| Encompass More Investments, Llc | Danville | CA | 07/2024 | Present |
1. Encompass More Asset Management LLC; Investment-related; 390 Diablo Rd. Suite. 100, Danville, CA 94526; Registered Investment Advisor; Investment Adviser Representative; Start: 0701/2024; 5 hrs./wk. during trading hrs.; Agent for client variable life and annuity products. 2. TDC Insurance LLC; Investment-related; 16845 E. Ave of the Fountains, Ste 106, Fountain Hills, AZ 85268; Independent Insurance agency; Owner; Start: 06/20/2024; 10 hrs./wk. during trading hrs.; Broker for Fixed Life and Annuity products. Agent to buy and manage fixed life and annuity products. 3. Licensed Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-28 |
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