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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 | 2022-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Appreciation Financial | Henderson | NV | 10/2016 | Present |
| Orba Insurance And Financial Services | Gold River | CA | 08/2015 | 11/2016 |
| Capital Pacific Group | Folsom | CA | 09/2013 | 03/2017 |
| Encompass More Asset Management Llc | Danville | CA | 08/2022 | Present |
| Verity Asset Management | Durham | NC | 09/2021 | 12/2022 |
Appreciation Financial and Insurance Services, LLC; Not investment-related; Gold River, CA; Insurance; Contractor; Independent Agent; 11/2016; 160 hours per month; 160 during market hours; Solicit clients for insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-19 |
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