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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Mt. Laurel | NJ | 05/2017 | 05/2018 |
| Unemployed | Waynesboro | VA | 01/2017 | 05/2017 |
| Vividcortex | Charlottesville | VA | 10/2016 | 01/2017 |
| Stone Security | Raleigh | NC | 09/2015 | 10/2016 |
| Holman Insurance | Maple Shade | NJ | 07/2018 | 11/2020 |
| Lincoln Investment Planning | Fort Washington | PA | 11/2020 | 02/2025 |
| Global View Capital Management, Llc | Medford Lakes | NJ | 06/2025 | 01/2026 |
| Encompass More Asset Management Llc | Danville | CA | 01/2026 | Present |
| Insurance Technologies Dba Hexure | Medford Lakes | NJ | 02/2025 | Present |
(1) I am a licensed insurance agent. (2) I am a full -time employee of Insurance Technologies dba Hexure. The business is non investment-related and I am an account manager for a few different insurance carriers, where I sell insurance application software to them. Approximately 150 hours per month & approximately 30 hours during trading hours. Address: 539 W. Commerce St #6200, Dallas, TX, 75208
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-26 |
| S66 | Uniform Combined State Law Examination | 2017-06-21 |
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