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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Encompass More Asset Management Llc | Danville | CA | 06/2023 | Present |
| Venge Vineyards | Calistoga | CA | 04/2011 | 09/2020 |
| Appreciation Financial | Henderson | NV | 09/2020 | Present |
Appreciation Financial; 2485 Village View Dr #190, Henderson, NV 89074; Retirement and Financial Planning Company; I am a Life Agent working as a 1099 employee starting in September, 2020; I devote approximately 25-40hrs/week depending on appointments scheduled; Duties include retirement planning, opening 403(b), IRA, etc. and selling life insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-14 |
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