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3401 Mallory Lane Suite 100, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-04-10 |
Branch Locations
3401 Mallory Lane Suite 100, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Encompass More Asset Management Llc | Danville | CA | 10/2023 | 12/2023 |
| Chicago Cubs | Chicago | IL | 02/2016 | 06/2017 |
| San Francisco Giants | San Francisco | CA | 02/2017 | 11/2018 |
| Yucatan Leones Baseball Club | Merida, Yucatan | 05/2019 | 03/2022 | |
| Unemployed | Scottsdale | AZ | 02/2022 | 10/2023 |
| Unemployed | Scottsdale | AZ | 06/2017 | 02/2018 |
| Unemployed | Scottsdale | AZ | 11/2018 | 05/2019 |
| Partners Capital, Llc | Scottsdale | AZ | 12/2023 | Present |
I have my Life and Health Insurance licenses and I worked with Appreciation Financial as an affiliate but did not produce any work and have not received any commissions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-29 |
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