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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-08-31 |
Branch Locations
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Greensburg, PA • United States
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 |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 09/2009 | 01/2019 |
| Verity Asset Management | Durham | NC | 01/2019 | 12/2022 |
| Verity Investments, Inc. | Durham | NC | 01/2019 | 09/2022 |
| Encompass More Asset Management Llc | Danville | CA | 08/2022 | Present |
| Burd Financial Group | Greensburg | PA | 04/2009 | Present |
| Encompass More Investments, Llc | Danville | CA | 12/2022 | Present |
1) Burd Financial Group; Not- investment-related;1643 Poplar St., Greensburg PA 15601; Insurance agency; Owner; Start: 01/06/2017; 30 hrs. during securities trading hours; fixed insurance agency. Determine customer needs in various areas of insurance/financial services and provide the appropriate financial products for them. 2) Encompass More Asset Management, LLC; Investment related; 390 Diablo Road, Suite 100, Danville CA 94526; Investment Advisor Representative; Start: 02/2022; 70 hrs./week during trading hours; Provide fee-based investment advisory services to clients. Determine customer needs and goals and design investment strategies for them.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-11 |
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