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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-01 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mccray Enterprises & Associates, Llc | Lake Mary | FL | 09/2012 | 05/2021 |
| Ae Wealth Management, Llc | Topeka | KS | 01/2021 | 09/2021 |
| Edward Jones | St. Louis | MO | 09/2021 | 04/2022 |
| Encompass More Asset Management Llc | Danville | CA | 08/2022 | Present |
| Mccray Enterprises & Associates, Llc | Lake Mary | FL | 04/2022 | 08/2022 |
09/2012; Independent Licensed insurance Agent; Investment Related- No; Sanford, FL; Life & Health Insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-12 |
| S65 | Uniform Investment Adviser Law Examination | 2020-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-22 |
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