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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-08-31 |
Branch Locations
510 N. Park Road Suite 3, Wyomissing, PA 19610 • United States
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | West Lawn | PA | 07/2015 | 12/2016 |
| Pfs Investments Inc. | West Lawn | PA | 10/2015 | 12/2016 |
| Verity Asset Management | Durham | NC | 12/2019 | 12/2022 |
| Appreciation Financial | Henderson | NH | 10/2019 | 01/2025 |
| Hmhs | Camp Hill | PA | 09/2018 | 07/2020 |
| Santander Bank | Wyomissing | PA | 05/2018 | 09/2018 |
| Amazon | Breinigsville | PA | 10/2017 | 04/2018 |
| Blackridge Asset Management | Wyomissing | PA | 03/2017 | 10/2018 |
| Unemployed | Reading | PA | 01/2017 | 03/2017 |
| Encompass More Asset Management, Llc | Danville | CA | 08/2022 | Present |
| Defreece Financial Solutions | Wyomissing | PA | 01/2022 | Present |
| Encompass More Investments, Llc | Danville | CA | 11/2023 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-21 |
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