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Current Employers
Encompass More Asset Management Llc

390 Diablo Rd Suite 100, Danville, CA 94526 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-10
  • PA RA
    APPROVED
    Since 2026-02-10

Branch Locations

Abington, PA • United States

390 Diablo Rd Suite 100, Danville, CA 94526 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Duluth GA 10/2019 08/2025
Primerica Financial Services Duluth GA 08/2018 08/2025
Intercultural Family Services Philadelphia PA 10/2017 11/2018
The Consortium Philadelphia PA 08/2017 11/2018
Blue Sage Hair Wellness Philadelphia PA 05/2017 10/2017
Empire Beauty School Philadelphia PA 08/2016 05/2017
Vantage Financial Alpharetta GA 08/2025 Present
Encompass More Asset Management Llc Danville CA 02/2026 Present
  • 10/2019 → 08/2025
    Duluth, GA
  • 08/2018 → 08/2025
    Primerica Financial Services
    Duluth, GA
  • 10/2017 → 11/2018
    Intercultural Family Services
    Philadelphia, PA
  • 08/2017 → 11/2018
    The Consortium
    Philadelphia, PA
  • 05/2017 → 10/2017
    Blue Sage Hair Wellness
    Philadelphia, PA
  • 08/2016 → 05/2017
    Empire Beauty School
    Philadelphia, PA
  • 08/2025 → Present
    Vantage Financial
    Alpharetta, GA
  • 02/2026 → Present
    Danville, CA
Previous Registrations
Other Businesses

1. Walker Legacy Enterprise LLC: Real estate investor, sole member, 2813 Rossiter Ave, Abington, Pa 19001, approx 10 hours per month and 0 hours during securities trading hours, start date 12/2024. Buy, sell, and rent real estate. 2. New Walk Homes LLC: Provide independent living housing to veterans, sole member, 2813 Rossiter Ave, Abington, Pa 19001, approx 10 hours per month and 5 hours during securities trading hours, start date 07/2025. 3. Vantage Financial Alliance: Life insurance agent, Alpharetta, GA 30005, approx 40 hours per month and 20 hours during securities trading hours, start date 08/2025. Agent for life insurance sales. 4. Konnect MD: referral partner for virtual healthcare, Oklahoma City, OK, approx 5 hours per month and 0 hours during securities trading hours, start date 01/2026. 5. Philadelphia Care Core: Admin assistant for home care agency, 827 Glenside Ave, Wyncote, pa 19095, approx 30 hours per month and 10 hours during securities trading hours, start date 09/2025.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-30
S63 Uniform Securities Agent State Law Examination 2019-11-21
  • S65 Uniform Investment Adviser Law Examination
    2021-09-30
  • S63 Uniform Securities Agent State Law Examination
    2019-11-21

View on SEC IAPD

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