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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Brew Kettle | Amherst | OH | 07/2015 | 10/2017 |
| Encompass More Asset Management Llc | Danville | CA | 03/2026 | Present |
| Wealth Akademy Financial Llc | Avon | OH | 05/2024 | Present |
| Independent Insurance Agent | Avon | OH | 10/2023 | 05/2024 |
| Transamerica Financial Advisors, Inc. | Kirtland | OH | 12/2020 | 05/2021 |
| United Healthcare | Amherst | OH | 07/2018 | 07/2023 |
| World Financial Group | Kirtland | OH | 07/2018 | 05/2021 |
| Mike Bass Ford | Sheffield Village | OH | 05/2019 | 05/2021 |
| Spitzer Conference Center | Elyria | OH | 10/2016 | 04/2019 |
| Wealthkademy Financial Llc | Davenport | FL | 12/2022 | 10/2023 |
| Independent Insurance Agent | Davenport | FL | 05/2021 | 12/2022 |
(1) Licensed Insurance Agent (2) The Wealth Akademy Financial LLC, not investment-related; Address: 36550 Chester Rd Apt 5706, Avon, Ohio 44011; Nature of Business: Independent insurance and Medicare brokerage services; Position/Title: Founder / Managing Member; Start Date: 05/2024 (Ohio LLC formation date); Hours Devoted: Approximately 100 hours per month (approximately 25 hours per week); Hours During Securities Trading Hours: Approximately 100 hours per month during normal business hours; Duties: Operate independent insurance and Medicare brokerage business. Provide life insurance, annuity, and Medicare product education and sales. (3) Lighthouse Insurance Group; not investment-related; 4789 N Leavitt Rd Suite D, Lorain, OH 44053; Nature of Business: Insurance referral and commission-sharing relationship; Position/Title: Independent Referral Partner Start Date: 11/2024; Hours Devoted: Approximately 40 hours per month (approximately 10 hours per week); Hours During Securities Trading Hours: Approximately 40 hours per month during normal business hours. Duties: Work with Lighthouse Insurance clients involving life insurance, health insurance, and Medicare needs. Shared commissions with the agency on any new insurance business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-07 |
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