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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | South Jordan | UT | 01/2023 | 01/2023 |
| Encompass More Asset Management Llc | Danville | CA | 01/2023 | Present |
| Encompass More Investments, Llc | Danville | CA | 01/2023 | Present |
| Transamerica Financial Advisors, Inc. | South Jordan | UT | 01/2012 | 01/2023 |
1) Strategic Advantage Benefits, LLC; Not investment Related; P.O. Box 667, Payson, UT 84651; Insurance Benefits agency for fixed insurance products from the insurance industry for employee groups; Owner; Start: 06/20/1998; 35 hrs./wk. during trading hrs.; Sales, service, and enrollments. 2) Encompass More Asset Management, LLC; Investment related; 390 Diablo Rd Ste 100, Danville CA, 94526; Registered Investment Advisor; Investment Advisor Representative; 12 hrs./wk. during trading hours; Determine customer needs and advises on investments and strategies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-25 |
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