Dominic Raymond Defreece

Employer firm

Encompass More Asset Management LLC CRD 322382

$985M regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 12/2016
  Primerica Financial Services
  West Lawn, PA
• 10/2015 → 12/2016
  Pfs Investments Inc.
  West Lawn, PA
• 12/2019 → 12/2022
  Verity Asset Management
  Durham, NC
• 10/2019 → 01/2025
  Appreciation Financial
  Henderson, NH
• 09/2018 → 07/2020
  Hmhs
  Camp Hill, PA
• 05/2018 → 09/2018
  Santander Bank
  Wyomissing, PA
• 10/2017 → 04/2018
  Amazon
  Breinigsville, PA
• 03/2017 → 10/2018
  Blackridge Asset Management
  Wyomissing, PA
• 01/2017 → 03/2017
  Unemployed
  Reading, PA
• 08/2022 → Present
  Encompass More Asset Management, Llc
  Danville, CA
• 01/2022 → Present
  Defreece Financial Solutions
  Wyomissing, PA
• 11/2023 → Present
  Encompass More Investments, Llc
  Danville, CA

Previous Registrations

• 2020-01-02 → 2022-11-30
  Verity Asset Management
  Durham, NC
  Wyomissing, PA
• 2017-03-15 → 2018-10-10
  Blackridge Asset Management, Llc
  Reading, PA

Other Businesses

1) DeFreece Financial Solutions, LLC.; Not investment related; 510 N Park Road, Suite 3, Wyomissing, PA 19610; Insurance, Real Estate, and Financial Education; Owner; Start: 01/2022; 40 hours per month; 40 during market hours; P&C, Medicare, Financial Literacy Programming, Advise; Solicitation of clients and client customer service. 2) Encompass More Asset Management; Investment related; 390 Diablo Road, Suite 100, Danville CA 94526; Registered Advisor Firm; Investment Advisor Rep; Start: 08/2022; 0 hours/week devoted; 0 hours/week during trading hours.; investment advisor firm.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-10
• S63 Uniform Securities Agent State Law Examination
  2013-08-21

Other Names

• Dominic Defreece