Heidi Thornton

Current Employers

Encompass More Asset Management Llc

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

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2025-06-18

NV RA
APPROVED

Since 2025-06-18

Branch Locations

Las Vegas, NV • 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

Organization	City	State	From	To
Encompass More Asset Management Llc	Danville	CA	06/2025	Present
Lincoln Heritage	Las Vegas	NV	04/2015	11/2016
Naa	Las Vegas	NV	11/2016	08/2017
Partners Life	Las Vegas	NV	08/2017	Present

06/2025 → Present

Encompass More Asset Management Llc

Danville, CA
04/2015 → 11/2016

Lincoln Heritage

Las Vegas, NV
11/2016 → 08/2017

Naa

Las Vegas, NV
08/2017 → Present

Partners Life

Las Vegas, NV

Other Businesses

Life & Health Insurance Agent for Partners Life since 2017. I work approximately 20 hours a month, less than 10 hours during market open. I primarily help our clients (my husband and I work together) with their Medicare plans.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-05-30

S65 Uniform Investment Adviser Law Examination

2025-05-30

Other Names

Heidi Jo Patterson

View on SEC IAPD