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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 2023-03-07
CA RA APPROVED 2022-08-25
  • TX RA
    APPROVED
    Since 2023-03-07
  • CA RA
    APPROVED
    Since 2022-08-25

Branch Locations

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
OrganizationCityStateFromTo
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
  • 06/2014 → Present
    Appreciation Financial
    Pleasanton, CA
  • 10/2015 → 11/2018
    Client One Securities
    Leawood, KS
  • 11/2018 → 12/2022
    Durham, NC
  • 11/2018 → 08/2022
    Verity Investments, Inc.
    Durham, NC
  • 08/2022 → Present
    Danville, CA
  • 08/2022 → Present
    Encompass More Insurance Services
    Henderson, NV
  • 02/2022 → 08/2022
    Encompass More Investments, Llc
    Danville, CA
  • 12/2022 → Present
    Encompass More Investments, Llc
    Danville, CA
  • 09/2025 → Present
    Encompass More Capital
    Danville, CA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-30
  • S66 Uniform Combined State Law Examination
    2015-10-30

View on SEC IAPD

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