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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verity Asset Management | Durham | NC | 03/2019 | 12/2022 |
| Appreciation Financial | Las Vegas | NV | 02/2015 | Present |
| Encompass More Asset Management Llc | Danville | CA | 08/2022 | Present |
1)Jerome, Hacker & Becker LLC; not investment-related; Grandview, OH; financial services; managing partner; start 01/2018; 5 hours per month outside trading hours; passive management of the day-to-day business activities of employment with Appreciation Financial. 2)Hacker & Jerome LLC; not investment-related; Columbus, OH; financial services; managing partner; start 04/2015; 5 hours per month outside trading hours; passive management of the day-to-day business activities of employment with Appreciation Financial. 3)Independent Licensed Insurance Agent; investment related; Columbus, OH; start 04/2013;Life Insurance and Annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-01 |
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