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Current Employers
Encompass More Asset Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2022-09-22
  • NV RA
    APPROVED
    Since 2022-09-22

Branch Locations

Henderson, 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
OrganizationCityStateFromTo
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
Previous Registrations
  • 2017-11-17 → 2022-12-01
    Oakdale, CA
    Durham, NC
    Henderson, NV
    Oakdale, CA
    Henderson, NV
  • 2018-07-25 → 2018-11-02
    Encompass More Llc
    Oakdale, CA
  • 2017-07-13 → 2017-11-16
    Encompass More Llc
    Oakdale, CA
  • 2017-02-03 → 2017-07-14
    Oakdale, CA
    Durham, NC
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-22
  • S65 Uniform Investment Adviser Law Examination
    2016-12-22

View on SEC IAPD

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