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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-10 |
Branch Locations
Lake Jackson, TX • United States
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Encompass More Asset Management Llc | Danville | CA | 06/2024 | Present |
| Team Velocity Marketing | Hendon | VA | 09/2007 | 09/2022 |
| Bluebell Construction | Liberty | TX | 10/2022 | 08/2023 |
| Appreciation Financial | Lake Jackson | TX | 07/2023 | Present |
APPRECIATION FINANCIAL; INVESTMENT-RELATED, BUT ONLY WITH FIXED OR FIXED INDEXED ANNUITIES OFFERED BY INSURANCE COMPANIES; 5440 WEST SAHARA AVE. STE. 301, LAS VEGAS, NV 89146; INSURANCE AND ANNUITY SALES; POSITION: FIELD SALES ASSOCIATE; START-07/2023; 15-25 HOURS PER WEEK LATE AFTERNOON, EVENING AND SATURDAYS; 2-3 HOURS SOME WEEKDAYS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-01 |
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