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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2022-09-22 |
Branch Locations
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teacher's Pension & Insurance Services | Oakdale | CA | 08/2012 | 09/2021 |
| Encompass More Asset Management Llc | Danville | CA | 08/2022 | Present |
| Verity Asset Management | Oakdale | CA | 11/2017 | 12/2022 |
1) PERA Administrators; Not investment-related; 2485 Village View Dr. #190, Henderson, NV 89074; Third-part administrator for Non-ERISA retirement plans; President & CEO; Started 09/2020; 20 hours per week during market hours; I run and direct day to day vision and operations of the company. 2) Encompass More Group, Inc; Investment-related; Henderson, NV; Distribution management; Partner; Chairman; 06/2021; 1 hour per month; 1 per month during market hours; Monthly board meetings<br/> 3) Brock McKinley, LLC; Not investment-related; 1062 San Andreas St., Henderson, NV 89002; Entity for my consulting fees to be paid to; Owner; Started 11/2018; 15-20 hours per week during market hours. 4) Two Studs, LLC; Not investment-related; 2200 Paseo Verde Pkwy. #290, Henderson, NV 89052; Entity for marketing fees to be paid to from PERA Appointments and any other non-investment related revenue generated by myself; Owner; Started 05/2020; 0 hours per month; 0 per month during market hours; 5) Appreciation Insurance and Financial Services, 2485 Village View Dr #190, Henderson NV 89074, Independent Consultant, Not investment-related, Started 07/2018, Life Insurance and Annuity agency. I'm an independent consultant to the CEO of Appreciation. 15-20hrs/week. 6) PERA, LLC dba. PERA Appointments, 2485 Village View Dr #190, Henderson NV 89074, Manager, Started 01/2022, PERA Appointments is a marketing company who generates leads/appointments for insurance agents. Not an investment related company. 10hrs/week, I help manage the operational processes and help recruit agencies and agents to purchase the appointments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-22 |
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