Best Investors
Account
Sign in
Best Investors
Account
Sign in
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-15 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Appreciation Financial | Costa Mesa | CA | 11/2014 | Present |
| Verity Asset Management | Durham | NC | 01/2022 | 12/2022 |
| Encompass More Asset Management Llc | Danville | CA | 08/2022 | Present |
(1) Appreciation Financial; Investment-related; Costa Mesa, CA; Insurance, life and annuity; Contractor; Area Vice President; 11/2014; 100 hours per month; 40 during market hours; Client services, writing apps. (2) ERC Specialists, LLC: Not investment-related; Costa Mesa, CA; Specialty payroll company; Contractor; Independent contractor; 02/2022; 6 hours per month; 6 during market hours; Inform business owners of Employee Retention Credit and assist with qualification. (3) Linqqs, 107 30th Street, Newport Beach, CA 92663, not investment-related; An Employee Benefits firm; Start Date: January 2026; I devote 3 hours per week; It's a relationship role to help employers with potential for advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-16 |
Reach out to this advisor