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Encompass More Asset Management LLC CRD 322382
$985M regulatory AUM 28 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-01 |
Branch Locations
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verity Asset Management | Durham | NC | 07/2021 | 12/2022 |
| Appreciation Financial, Llc | Las Vegas | NV | 08/2015 | Present |
| Encompass More Asset Management Llc | Danville | CA | 08/2022 | Present |
| Verity Asset Management | Durham | NC | 07/2021 | 12/2022 |
1) Appreciation Financial; Investment related; 2485 Village View Dr #190, Henderson, NV 89074; Insurance agency; Sales Agent; Start-05/2015, 10 hours per week during securities trading hours. 2) Podsco Corporation; Investment-related; 2929 Cameron Drive, Rocklin, CA; S Corp; President & CEO; Officer; 08/2015; 1 hour per month; 1 during market hours; No duties 3) ERC Specialists. Help small businesses receive IRS credit for retaining employees, my position is sales agent. 125 E. Main #401, American Fork, UT 84003. Start date was March 2022. 10 hours per week with ERC. 4) 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 | 2021-05-19 |
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