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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-09 |
| AZ | RA | APPROVED | 2024-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Phoenix | AZ | 08/2019 | 10/2020 |
| Mutual Of Omaha | Phoenix | AZ | 08/2019 | 10/2020 |
| Jones Auto Group | Gilbert | AZ | 01/2019 | 08/2019 |
| Heritage Blvd | Casa Grande | AZ | 05/2018 | 01/2019 |
| Premier Auto Center | Tucson | AZ | 04/2011 | 05/2018 |
| Oneamerica Securities, Inc. | Gilbert | AZ | 11/2020 | 08/2022 |
| American United Life | Gilbert | AZ | 09/2020 | 08/2022 |
| The Quantum | Scottsdale | AZ | 08/2022 | Present |
| Elevated Capital Advisors, Llc | Murray | UT | 05/2023 | 10/2024 |
| Encompass More Asset Management Llc | Danville | CA | 10/2024 | Present |
The Quantum - Non-Investment Related - 18700 N. Hayden Rd., Suite 310, Scottsdale, AZ 85255 - Insurance sales/Independent Insurance Agent - August 2022 - 200 hrs monthly including during all trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-10-15 |
| S65 | Uniform Investment Adviser Law Examination | 2020-01-17 |
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