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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-21 |
Branch Locations
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Clermont, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verity Asset Management, Inc. | Durham | NC | 08/2018 | 12/2022 |
| Appreciation Financial Llc | Las Vegas | NV | 08/2013 | Present |
| Encompass More Asset Management Llc | Danville | CA | 08/2022 | Present |
| Tci Financial, Inc. | Clermont | FL | 09/2016 | Present |
| Oaceus Executive Insurance Strategies, Llc (Dba: Path & Pillar) | Clermont | FL | 09/2023 | Present |
1) TCI Financial, Inc.; not Investment-related; Clermont, FL; Insurance sales; President; CEO; 09/2016; 40 hours per month; 40 hours per month during market hours; Marketing and business strategy 2) Appreciation Financial; not Investment related; Henderson, NV; Insurance agency; Agent; Insurance agent; 08/2013; 160 hours per month; 160 during market hours; Writing insurance policies and training new insurance agents 3) Oaceus Executive Insurance Strategies, LLC (DBA: Path & Pillar); Insurance Agency; not Investment-related; Co-Owner; 25 hours per week during market hours; Duties include accounting, budgeting, marketing, management, and insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-05 |
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