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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-07 |
| CA | RA | APPROVED | 2022-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Appreciation Financial | Pleasanton | CA | 06/2014 | Present |
| Client One Securities | Leawood | KS | 10/2015 | 11/2018 |
| Verity Asset Management | Durham | NC | 11/2018 | 12/2022 |
| Verity Investments, Inc. | Durham | NC | 11/2018 | 08/2022 |
| Encompass More Asset Management Llc | Danville | CA | 08/2022 | Present |
| Encompass More Insurance Services | Henderson | NV | 08/2022 | Present |
| Encompass More Investments, Llc | Danville | CA | 02/2022 | 08/2022 |
| Encompass More Investments, Llc | Danville | CA | 12/2022 | Present |
| Encompass More Capital | Danville | CA | 09/2025 | Present |
1) Appreciation Financial; Not-investment related; 390 Diablo Road, Suite 100, Danville CA 94526; Agent; Start June 2015; 1hr./week during trading hrs.; fixed insurance agency. manage current client base and provide referrals. 2) Encompass More Insurance Services; Not-investment related; 390 Diablo, Suite 100 Danville, CA 94526; fixed insurance agency; Officer; Start 04/22/2025; 2 hrs./week during trading hrs.; oversight or registrations and compliance, minimal production. 3) Encompass More Asset Management, LLC; Investment-related; 390 Diablo Road, Suite 100, Danville CA 94526; Registered Investment Advisor; Partner; Start: 07/2022; Investment Advisory Services to Clients; 40 hrs./week during trading hrs.; oversee operations, investment models. 4) Encompass More Capital; Investment-related; 390 Diablo Road, Suite 100, Danville CA 94526; Affiliated Hedge Fund; Partner; Start: 09/2025; Act as General Partner - participate in hedge fund administration and capital raising activities; 10 hrs./week - 5 hours during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-30 |
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