Gerardo Garcia

Current Employers

Employment History

• 04/2019 → 12/2022
  Verity Asset Management
  Durham, NC
• 12/2008 → Present
  Appreciation Financial
  Las Vegas, NV
• 08/2022 → Present
  Encompass More Asset Management Llc
  Danville, CA

Previous Registrations

• 2019-04-16 → 2022-11-30
  Verity Asset Management
  Stockton, CA
  Durham, NC

Other Businesses

1) Garcia Ventures; not investment related; Stockton, CA; Payee of insurance sales commissions; President/Owner; 6/2014; 40 hrs/month, during trading hours; operations. 2) Appreciation Financial; Investment-related; Henderson, NV; Insurance agency; Agent; Regional Vice President; 12/2008; 160 hours per month; 160 during market hours; Sell insurance and annuity products. 3) ERC Specialists, LLC.; Not investment-related; Stockton, CA; Specialty payroll company; Contractor; Independent contractor; 02/2022; 16 hours per month; 16 during market hours; Inform business owners of ERC and direct them to website to assist with qualification. 4) Trust & Will, LLC.; Not investment-related; Stockton, CA; Estate planning; Contractor; Independent contractor; 02/2022; 16 hours per month; 16 during market hours; Direct clients who are interested in estate planning services to the trust and will website. 5) Bellaire Annuity Marketing, LLC.; Not investment-related; Stockton, CA; Annuity marketing; Contractor; Independent contractor; 02/2022; 16 hours per month; 16 during market hours; Educate about fixed indexed annuities. 6) Linqqs LLC; investment related;2485 Village View Drive, Suite190, Henderson, NV 89074; Business Concierge; conduct meetings with business owners, assess their needs to refer them to various service providers that may add value to their business; Start 11/2022; 40 hours per month; 40 hours per month during market hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-24
• S63 Uniform Securities Agent State Law Examination
  2007-07-05