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Current Employers
Encompass More Asset Management Llc

390 Diablo Rd Suite 100, Danville, CA 94526 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-10
  • TX RA
    APPROVED
    Since 2024-06-10

Branch Locations

Lake Jackson, TX • United States

390 Diablo Rd Suite 100, Danville, CA 94526 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2024 → Present
    Danville, CA
  • 09/2007 → 09/2022
    Team Velocity Marketing
    Hendon, VA
  • 10/2022 → 08/2023
    Bluebell Construction
    Liberty, TX
  • 07/2023 → Present
    Appreciation Financial
    Lake Jackson, TX
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-01
  • S65 Uniform Investment Adviser Law Examination
    2024-06-01

View on SEC IAPD

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