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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-09 |
| UT | RA | APPROVED | 2025-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Encompass More Asset Management Llc | Danville | CA | 10/2025 | Present |
| Unemployed | Saint George | UT | 12/2019 | 02/2021 |
| Aptiv | Pittsburgh | PA | 06/2017 | 11/2019 |
| Uber Advanced Technology Group | Pittsburgh | PA | 10/2016 | 05/2017 |
| Unemployed | Pittsburgh | PA | 01/2015 | 09/2016 |
| Bespoke Training Services, Llc | Saint George | UT | 03/2021 | Present |
(1) Bespoke Training Services, LLC, Saint George, Utah; a Martial Arts School; not investment-related; I devote 30 hours per month to this business; 0 hours per month during securities trading hours; I am a complete owner operator. Services offered are private self-defense training. (2) Bespoke Training Services, LLC also has a DBA - WS Coaching and Consulting. This firm provides business services that include - Bookkeeping, Fractional CFO, Fractional COO, and Business Coaching. Not investment-related; I am a complete owner operator. I devote 50 hours per month to this business; 10 hours per month during securities trading hours. (3) Unconventional Collaborative, LLC, Not Investment-related. Address: Virtual, Description: Financial and System operations for medical mastermind group. Position: Co-Owner. Start date: 07/31/26. 10 hours spent per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-17 |
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