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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2025-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caspr | Dorado | PR | 08/2016 | Present |
| Fsam Llc | Dorado | PR | 06/2023 | 04/2024 |
| Thinkbetter | Dorado | PR | 08/2022 | 07/2023 |
| Encompass More Asset Management Llc | Danville | CA | 04/2025 | Present |
| Hamm Ventures Llc | Dorado | PR | 04/2020 | Present |
| Limpiar | San Juan | PR | 01/2018 | Present |
CEO of CASPR and Hamm Ventures specializing in tax planning and relocation consulting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-16 |
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