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10 Encompass Plaza, Brevard, NC 28712 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2005-01-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Encompass Advisors, Ltd | Brevard | NC | 03/2004 | Present |
1) CPA - Not Investment-Related. Jon Green will not provide tax or accounting services in his capacity as a CPA to advisory clients or prospects. He spends no time on this activity. 2) Author - 8/2020 to Present. Investment-Related. Duties include research and writing a book. Jon Green spends less than 10% of his time on this activity, during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-05-06 |
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