Kasinee Manee-In Meyer

Current Employers

Employment History

• 10/2019 → 04/2024
  Transamerica Financial Advisors, Inc
  San Diego, CA
• 06/2017 → 03/2024
  World Financial Group, Inc.
  San Diego, CA
• 04/2016 → 07/2017
  Per Se Restaurant
  New York, NY
• 05/2024 → Present
  Encompass More Asset Management Llc
  Danville, CA
• 04/2018 → 04/2024
  Transamerica Financial Advisors, Inc
  San Diego, CA
• 06/2024 → Present
  Encompass More Investments, Llc
  Danville, CA

Previous Registrations

• 2019-10-04 → 2024-04-04
  Transamerica Financial Advisors, Llc
  Moorpark, CA
  San Diego, CA

Other Businesses

(1) FORTUNE GUARDIAN FINANCIALS; Not-investment related; 850 Beckville St. Duarte, CA 91010; This is a holding entity owned by 3 partners. 1. Nicki Foulks 2. Wanchira Disyaboot and myself; 100% of LIFE 365 Insurance Solutions LLC (a fixed life insurance agency) and Wealth Growth Solutions LLC.; Owner 33.3%); Start: 04/08/2024; 2 hrs./wk. devoted; 2 hrs./week during trading hrs.; oversee overall strategy & operations of Life 365 Insurance Solutions. (2) WEALTH GROWTH SOLUTIONS LLC; Not-investment related; 850 Beckville St. Duarte, CA 91010; pass through entity for securities income for partners; Officer; Start: 04/09/24; 2 hrs./wk. devoted; 2 hrs./wk. during trading hrs.; overall strategy and operations. (3) PINTEGRITY FINANCIAL INC.; Not-investment related; 2295 S. Hiawassee Rd. Suite100, Orlando, FL 32835; S-Corp used as pass-through for income to pay rent and assistant; Owner; Start: on 12/21/2022; 2 hrs./week devoted; 2 hrs./wk. during trading hrs.; overall strategy and operations. (4) PRECIOUS LIFE SHELTER; Not-investment related; 3622 Florista St., Los Alamitos, CA 90720; shelter for expecting mom and/or new moms; Volunteer; Start: 10/12/2023; 1 hr./month devoted; 0 hrs./month devoted during trading hrs.; teach classes and mentor new moms. (5) INHERITGUARD LLC; Not-investment related; 100 N. State St., Ste B, Linson UT 84002; law firm, estate planning, living trust and wills; Start: 09/21/2021;1 hr./wk. devoted; 1 hr./wk. during trading hrs.; Referring customers who need advice on estate planning, wills, and trusts. (6) ENCOMPASS MORE ASSET MANAGEMENT, LLC; Investment Related; 390 Diablo Rd., Suite 100, Danville, CA 94526; Registered Investment Advisor; Investment Advisor Rep; Start: 04/25/2024; 40 hrs./week devoted during trading; Identifying the customer's needs, providing proper insurance coverage. (7) FACEBOOK INFLUENCER; Not-investment related; 15515 Rue Chanson, Laguana Niguel, CA 92677; creating content; online Influencer; Start: 06/05/25; 6 hrs./week during trading hrs.; Creating content of my daily life, as people visit my page and make comments on my posts, compensated; Creating content, daily posts, getting comments and likes. (8) LIFE365 SOLUTIONS LLC dba iLife365; Not-investment related; 850 Beckville St., Duarte, CA 91010; insurance agency for life and fixed businesses; CFO; Start: 09/01/2025; 10 hrs./month devoted to the business; 0 hrs. during trading hrs.; business operation. (9) THE UNBOUND VOICES; Not-investment related: 25515 Rue Chanson, Laguna Niguel, CA 92577; Actor; Actor; Start: 07/28/2025; 4 hr./wk.; 4 hrs. during trading hrs.; Actor. (10) THAMMASAT ALUMNI of USA; Not-investment related: 4207 Calle Juno, San Clemente, CA 92673; Vice President;; Start: 01/05/2026; 2 hr./wk.; 0 hrs. during trading hrs.; Assist with coordinating annual event for the non-profit.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-17
• S63 Uniform Securities Agent State Law Examination
  2018-05-12

Other Names

• Kasinee Manee-In