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Current Employers
Encompass More Asset Management Llc

390 Diablo Rd Suite 100, Danville, CA 94526 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-09-09
  • IL RA
    APPROVED
    Since 2022-09-09

Branch Locations

Bartlett, IL • United States

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
Verity Asset Management Durham NC 04/2021 12/2022
Appreciation Financial Henderson NV 12/2016 05/2022
J&J Recycling Bartlett IL 10/2009 12/2016
Service Garage Doors Roselle IL 02/2006 12/2016
Bluejay Drywall Systems Schaumburg IL 04/2020 12/2021
Service Restorations Roselle IL 04/2018 12/2021
Verity Asset Management Durham NC 05/2021 12/2022
Encompass More Asset Management Llc Danville CA 08/2022 Present
  • 04/2021 → 12/2022
    Durham, NC
  • 12/2016 → 05/2022
    Appreciation Financial
    Henderson, NV
  • 10/2009 → 12/2016
    J&J Recycling
    Bartlett, IL
  • 02/2006 → 12/2016
    Service Garage Doors
    Roselle, IL
  • 04/2020 → 12/2021
    Bluejay Drywall Systems
    Schaumburg, IL
  • 04/2018 → 12/2021
    Service Restorations
    Roselle, IL
  • 05/2021 → 12/2022
    Durham, NC
  • 08/2022 → Present
    Danville, CA
Previous Registrations
Other Businesses

1) ERC Specialists, LLC.; Not investment-related; Bartlett, IL; Business Consulting; Contractor; Consultant; 03/2022; 15 hours per month; 15 during market hours; Referring business owners to ERC Specialists. 2) Linqqs LLC; investment related;2485 Village View Drive, Suite190, Henderson, NV 89074; Business Concierge; conduct meetings with business owners, assess their needs to refer them to various service providers that may add value to their business; Start 11/2022; 40 hours per month; 40 hours per month during market hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-01
  • S65 Uniform Investment Adviser Law Examination
    2021-04-01

View on SEC IAPD

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