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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-03 |
Branch Locations
312 Walnut St Suite 2300, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baltimore Life Insurance | Duncanville | PA | 04/2018 | 07/2018 |
| Penn State Univ | Altoona | PA | 08/2011 | 12/2016 |
| Ritter Insurance Marketing | Altoona | PA | 10/2017 | 08/2018 |
| Unemployed | Duncanville | PA | 01/2017 | 03/2017 |
| Verity Asset Management | Durham | NC | 04/2019 | 12/2022 |
| Verity Investments, Inc. | Durham | NC | 04/2019 | 09/2022 |
| Appreciation Financial | Henderson | NV | 03/2019 | 01/2023 |
| Sheetz | Altoona | PA | 03/2017 | 05/2017 |
| Unemployed | Altoona | PA | 06/2017 | 09/2017 |
| Next Financial | Altoona | PA | 10/2018 | 03/2019 |
| Encompass More Asset Management Llc | Danville | CA | 08/2022 | 09/2025 |
| Encompass More Investments, Llc | Danville | CA | 01/2023 | 09/2025 |
| Mariner | Overland Park | KS | 09/2025 | Present |
1) Anderson Financial and Insurance Group; Not-investment related; Cincinnati OH; Owner; Start: 9/1/2017; 3 hours /month, 0 during trading hours; licensed life and health insurance agent selling fixed income annuities, private health insurance and Medicare advantage and medigap plans, life insurance and disability policies 2) Encompass More Asset Management, LLC; Investment related; 390 Diablo Road, Suite 200, Danville, CA 94526; registered Investment Advisor; Start: 08/2019; 50 hours per week during trading hours; Independent RIA offering mutual funds, stocks, etc.; mostly 403b accounts invested in mutual funds.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-20 |
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