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Nevada City, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Encore Wealth Advisors, Llc | Nevada City | CA | 09/2001 | Present |
1. Name of other business: Margane, LLC; Is business Investment related: The business is invested in passive real estate investments; Address of other business: Fairfax, CA; Nature of other business: Real Estate Investment; Your position: Manager; Title and relationship with other business: passive real estate investor; Start date of relationship: 01/19/2005; Approx. # of hours /month devote to other business: 2/month; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: reviewing monthly financial statements and wiring quarterly distributions to members. 2. 1. Name of other business: 14 Maiden, LLC; Is business Investment related: The business is invested in a 4-plex; Address of other business: Fairfax, CA; Nature of other business: Real Estate Investment; Your position: Manager; Start date of relationship: 04/15/2005; Approx. # of hours /month devote to other business: 2/month; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: reviewing monthly financial statements and corresponding with property manager.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-12 |
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