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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-01 |
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