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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-09 |
Branch Locations
Los Angeles, CA • United States
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grimsdale Financial Solutions | Los Angeles | CA | 01/2019 | Present |
| Ksci La 18 | Los Angeles | CA | 11/2016 | 07/2017 |
| Jiffy Lube | Los Angeles | CA | 12/2014 | 08/2017 |
| Grimsdale Enterprises | Los Angeles | CA | 08/2017 | 01/2019 |
| Cetera Advisors | Los Angeles | CA | 09/2022 | 02/2024 |
| Armanino Llp | Los Angeles | CA | 11/2023 | 12/2024 |
| Ameriprise Financial Services Llc | Century City | CA | 02/2025 | 07/2025 |
| Encompass More Asset Management Llc | Danville | CA | 01/2026 | Present |
(1) Grimsdale Financial Solutions; Non-investment related; 950 S ST Andrews Pl #205, Los Angeles, CA 90019; Tax preparation and Accounting business; President/Owner; Start date of ownership: January, 2019; Number of hours devoted: 20 - 30 Hours; Hours During trading hours: 3; Brief Description: Tax preparation and accounting services for individuals and small business owners. (2) Licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-10 |
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