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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-07-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Encompass More Asset Management Llc | Danville | CA | 07/2025 | Present |
| Ohlson Group | Carmel | IN | 05/2025 | Present |
| Appreciation Financial | Henderson | NV | 05/2024 | 05/2025 |
| Redtail Golf Center | Portland | OR | 06/2023 | 06/2024 |
| Hearst Media Production Group | Burbank | CA | 08/2023 | 01/2024 |
| Nfl Network | Culver City | CA | 11/2010 | 08/2021 |
| Uber | Portland | OR | 08/2021 | 06/2025 |
| Independent Video Editor | Portland | OR | 08/2021 | Present |
(1) Olhson Group, Meridian Mark One, 11611 N Meridian St, Carmel, IN 46032. The business is related to insurance and annuities. I am an independent insurance agent with the Ohlson Group. I started in May of 2025 with the Ohlson Group. I devote approximately 120 hours a month to being an insurance agent. My duties include conducting asset protection planning meetings to sell insurance policies and annuities. (2) Video Editing, 6221 SW 40th Ave. Portland, OR 97221, not investment related; Start date: May 1, 2002; I devote 10 days a year to this business; I am a video editor with my brother on his projects for TX.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-14 |
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