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Current Employers
Encompass More Asset Management Llc

390 Diablo Rd Suite 100, Danville, CA 94526 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-08-31
  • PA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2015 → 12/2016
    Primerica Financial Services
    West Lawn, PA
  • 10/2015 → 12/2016
    Pfs Investments Inc.
    West Lawn, PA
  • 12/2019 → 12/2022
    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
    Danville, CA
  • 01/2022 → Present
    Defreece Financial Solutions
    Wyomissing, PA
  • 11/2023 → Present
    Encompass More Investments, Llc
    Danville, CA
Previous Registrations
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-10
S63 Uniform Securities Agent State Law Examination 2013-08-21
  • S65 Uniform Investment Adviser Law Examination
    2017-01-10
  • S63 Uniform Securities Agent State Law Examination
    2013-08-21
Other Names
  • Dominic Defreece

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