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Current Employers
Encompass More Asset Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-05-03
  • VA RA
    APPROVED
    Since 2023-05-03

Branch Locations

21155 Whitfield Pl #103, Potomac Falls, VA 20165 • 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
Geoffrey Wistow - Attorney At Law Fairfax VA 10/2013 Present
Bull Run Financial Group Fairfax VA 03/2017 04/2023
Rillhurst Capital Mclean VA 09/2016 02/2017
Bull Run Investment Management Llc Fairfax VA 01/2023 04/2023
Encompass More Asset Management Llc Danville CA 05/2023 Present
Previous Registrations
Other Businesses

(1) Geoffrey Matthew Wistow is a licensed insurance agent and provides insurance services and products via Skyline Financial Partners, LLC. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Address: 1155 Whitfield Pl #103, Potomac Falls, VA 20165; Position: Managing Partner; Nature of Business: Life Insurance and Annuities; Start Date: 05/01/2023; Hours Devoted: approximately 20 hours a month. (2) Geoffrey Matthew Wistow is a lawyer. From time to time, he will offer clients advice or services from this activity. Clients should be aware that such legal representation is outside the scope of any relationship they may have with Encompass More Asset Management LLC. Legal representation and the attorney-client relationship will only commence upon the execution of an engagement letter with Geoffrey Matthew Wistow setting forth the scope of work to be done and the associated fees and policies. All such business is conducted by Geoffrey Matthew Wistow and is unaffiliated with Encompass More Asset Management LLC. Encompass More Asset Management LLC always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of Encompass More Asset Management LLC their capacity as a lawyer. Address: 1155 Whitfield Pl #103, Potomac Falls, VA 20165; Position: Attorney; Nature of Business: Law Office; Start Date: 10/2013; Hours Devoted: approximately 40 hours a month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-07
  • S65 Uniform Investment Adviser Law Examination
    2022-07-07

View on SEC IAPD

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