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Bradley Brien Burr

Encompass More Asset Management LLC

Phoenix, AZ

Danville, CA

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Current Employers
Encompass More Asset Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-09-16
  • AZ RA
    APPROVED
    Since 2025-09-16

Branch Locations

Phoenix, AZ • 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
Sagepoint Financial, Inc. Tempe AZ 10/2008 12/2017
Ashton Thomas Private Wealth, Llc Scottsdale AZ 12/2019 09/2025
Lovitt & Touche, Inc. Phoenix AZ 11/2006 10/2019
M.S. Howells & Co Scottsdale AZ 12/2019 12/2022
Encompass More Asset Management Llc Danville CA 09/2025 Present
  • 10/2008 → 12/2017
    Sagepoint Financial, Inc.
    Tempe, AZ
  • 12/2019 → 09/2025
    Ashton Thomas Private Wealth, Llc
    Scottsdale, AZ
  • 11/2006 → 10/2019
    Lovitt & Touche, Inc.
    Phoenix, AZ
  • 12/2019 → 12/2022
    M.S. Howells & Co
    Scottsdale, AZ
  • 09/2025 → Present
    Encompass More Asset Management Llc
    Danville, CA
Previous Registrations
  • 2019-12-20 → 2025-09-02
    Ashton Thomas Private Wealth
    Scottsdale, AZ
  • 2008-10-31 → 2017-12-31
    Osaic Services, Inc.
    Tempe, AZ
  • 2008-09-23 → 2008-10-31
    American General Securities Incorporated
    Tempe, AZ
    Phoenix, AZ
  • 2005-07-13 → 2007-01-16
    Cue Financial Group, Inc.
    Carefree, AZ
    Carefree, AZ
Other Businesses

1. I am a licensed insurance agent. 2. I currently drive as ride-share for VEYO and UBER as an independent contractor.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-05-27
S63 Uniform Securities Agent State Law Examination 1984-05-23
  • S65 Uniform Investment Adviser Law Examination
    1998-05-27
  • S63 Uniform Securities Agent State Law Examination
    1984-05-23
Designations
Other Names
  • Brad Burr

View on SEC IAPD

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