Marla Valencia Isidro

Current Employers

Employment History

• 09/2005 → 03/2024
  World Financial Group
  Orlando, FL
• 04/2012 → 03/2024
  Transamerica Financial Advisors, Inc.
  Orlando, FL
• 04/2024 → Present
  Encompass More Asset Management Llc
  Danville, CA
• 05/2024 → Present
  Encompass More Investments, Llc
  Danville, CA

Previous Registrations

• 2022-07-07 → 2024-03-22
  Transamerica Financial Advisors, Llc
  Moorpark, CA
  Orlando, FL

Other Businesses

1) AgencyFi LLC; Not Investment Related; 2295 S Hiawassee Rd Suite 100B, Orlando, FL 328354; fixed life and annuity agency; Owner; Start:04/14/2024; 8 hrs./wk. during trading hrs.; Build and grow independent insurance agents additionally I do serve my clients that are also clients of Encompass More. In addition to managing and training my agents, I also see personal clients with whole I complete a thorough financial analysis at which point I determine what products either fixed or securities or a combination of both that I recommend to our clients. 2) Amies Corporation; Not investment related; 2295 S Hiawassee Rd Suite 104, Orlando, FL 328354; holding company for all my family businesses: Powerhouse Events & Production LLC, Amies Benefits Services Co., AgencyFi LLC, HealthyFi LLC, Legacyfi LLC, Asystm LLC.; Owner; Start: 10/14/2015; 8 hrs./week during trading hrs.; As a primary shareholder, I meet regularly with various partners but I do not participate in the day to day businesses with the exception with AgencyFi. Which I participate on an ongoing basis for my fixed life business. 3) Healthyfi LLC; Not investment related; 2295 S Hiawassee Rd Suite 104, Orlando, FL 328354; individual Medicare and group health plans; Owner; Start: 08/15/2024; offer medical solutions to my fixed life business clients through AgencyFi. Healthyfi requires minimal oversight on my part as my participation is limited to monthly business for Amies Corportation. 4) Powerhouse Events & Production LLC; Not investment related; 2295 S Hiawassee Rd Suite 104, Orlando, FL 328354; Owner; entity to support events for my life insurance business, there are no other productions that are outside AgencyFi; 2.5 hrs./wk./ during trading hrs.; ?I use this entity to support events for my life insurance business, there are no other productions that are outside AgencyFi. Powerhouse Events & Productions, LLC requires minimal oversight on my part as my participation is limited to monthly business for Amies Corp. 5) Aimes Benefits Services Co.; Not investment related; 2295 S Hiawassee Rd Suite 104, Orlando, FL 328354; individual Medicare and group health plans; Owner: Start: 07/07/2023; 2.5 hrs./wk. during trading hrs.; Amies Benefit Services Co offers individual Medicare and group health plans. I founded Amies Benefit Services Co to offer medical solutions to my fixed life business clients through AgencyFi. Amies Benefit Services Co requires minimal oversight on my part as my participation is limited to monthly business for Amies Corporation. 6) Asystm LLC; Not investment related; 2295 S Hiawassee Rd Suite 104, Orlando, FL 328354; CRM platform designed to support AgencyFi activities; Consultant; Start: 06/2025; 5 hrs./wk. during trading hrs.; I am the consultant to Aststm and I am also a client. Asystm LLA requires minimal oversight on my part as my participation is limited to monthly business for Amies Corporation. 7) Legacyfi LLC; Not investment related; 2295 S Hiawassee Rd Suite 104, Orlando, FL 328354; document prep service we created to offer wealth.com for will and trust to our AgencyFi clients; Officer; Start:01/01/2025; 1 hr./wk. during trading hrs.; Legacyfi is the document prep service we created to offer wealth.com for will and trust to our AgencyFi clients. This is another business under Amies Corop and my participation is limited to our monthly board meetings. 8) Encompass More Asset Management; Investment-related; 390 Diablo Rd Ste 100, Danville CA, 94526; Registered Investment Advisor; Registered Invement Rep.; Start: 05/2024; 20 hrs./wk. during trading hrs.; Registered Investment Rep. assisting with financial products through Encompass More Asset Management. I meet with clients to conduct financial assessments and make recommendations to the client per their financial assessment to help them meet their financial goals.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-06
• S63 Uniform Securities Agent State Law Examination
  2007-09-27

Other Names

• Marla Isidro