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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-05-30 |
| TX | RA | APPROVED | 2024-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bristlecone Wealth, Llc | Lindon | UT | 03/2022 | Present |
| Proform Trading, Llc D/B/A Apiary Fund | Lindon | UT | 01/2011 | 04/2022 |
| Crypto Consulting Llc | Lindon | UT | 08/2021 | 04/2022 |
| Nma Investments, Inc. | Lindon | UT | 06/2006 | 04/2022 |
| Encompass More Asset Management Llc | Danville | CA | 05/2024 | Present |
(1) Investing Educator; I teach a course on securities trading for Trader On The Street, LLC; I spend approximately 8 hours per month in this role; I do not receive additional compensation, but may receive referrals to the Advisor in connection with this business activity. (2) I am part of the General Partnership for Encompass More Capital LLC. This firm serves as the General Partner to Encompass More Lumarra Capital Alpha Fund LP and Encompass More Lumarra Capital Yield Fund LP where Encompass More Asset Management LLC is also the Investment Manager or Investment Adviser. These Funds are offered to certain sophisticated investors, who meet certain requirements under applicable state and/or federal securities laws.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-04 |
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