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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-07 |
| IL | RA | APPROVED | 2022-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verity Asset Management | Durham | NC | 08/2019 | 12/2022 |
| Appreciation Financial | Henderson | NV | 03/2017 | Present |
| State Street Bank | Kansas City | MO | 03/2014 | 03/2017 |
| Encompass More Asset Management Llc | Danville | CA | 08/2022 | Present |
1) Appreciation Financial ; Investment-related; Chicago, IL, ; Insurance agency; Agent; Insurance agent; 04/2017; 160 hours per month; 160 during market hours; Sell insurance and annuity products. 2) ERC Specialists, LLC.; Not investment-related; Chicago, IL; Consulting; Independent contractor; Consultant; 01/2022; 15 hours per month; 15 during market hours; Referring business owners to ERC Specialists.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-22 |
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