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RIA / WealthAdvisor33 years in industry

MICHAEL JONATHAN FLOYD

Advisor at ENCOMPASS MORE ASSET MANAGEMENT LLC

Scottsdale, AZ | DANVILLE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:069ed9ae-8ec4-0bd6-7cbd-7e44835bc532

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 5
On other graphs: 0
Observed: Apr 4, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ENCOMPASS MORE ASSET MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 2, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Mar 2, 1993
First registration: Apr 4, 2018
Dual registered: no
Other names: JON FLOYD
IAPD individual key: 2278133

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ENCOMPASS MORE ASSET MANAGEMENT LLC	Independent wealth	Jul 31, 2026	n/a	yes	DANVILLE, CA\|Scottsdale, AZ	Current employment
SUN VALLEY ADVISORY	State registered	Jun 27, 2025	Aug 5, 2026	no	SCOTTSDALE, AZ	Previous registration
CREATIVEONE WEALTH, LLC	Independent wealth	May 19, 2023	Mar 31, 2025	no	Scottsdale, AZ\|OVERLAND PARK, KS	Previous registration
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Sep 21, 2022	May 11, 2023	no	Scottsdale, AZ	Previous registration
INTELLIGENT 401K, LLC	Former SEC adviser	Nov 12, 2020	Jun 30, 2022	no	SCOTTSDALE, AZ	Previous registration
BAYNTREE WEALTH ADVISORS, LLC	Independent wealth	Apr 4, 2018	Apr 4, 2022	no	SCOTTSDALE, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SUN VALLEY ADVISORY	ENCOMPASS MORE ASSET MANAGEMENT LLC	Aug 5, 2026	Jul 31, 2026	-5	Firm change	Other
CREATIVEONE WEALTH, LLC	SUN VALLEY ADVISORY	Mar 31, 2025	Jun 27, 2025	88	Firm change	RIA to state RIA
AE WEALTH MANAGEMENT, LLC	CREATIVEONE WEALTH, LLC	May 11, 2023	May 19, 2023	8	Firm change	Ibd to RIA
INTELLIGENT 401K, LLC	AE WEALTH MANAGEMENT, LLC	Jun 30, 2022	Sep 21, 2022	83	Firm change	RIA to ibd
BAYNTREE WEALTH ADVISORS, LLC	INTELLIGENT 401K, LLC	Apr 4, 2022	Nov 12, 2020	-508	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
330092:322382:AZ:2026-08-05	Aug 5, 2026	Jul 31, 2026	SCOTTSDALE, AZ	Firm change

Relationships

Registered with (6)

→ ENCOMPASS MORE ASSET MANAGEMENT LLCRegistered adviserregistration: current employment
Jul 31, 2026 to presentfactForm ADV
→ SUN VALLEY ADVISORYRegistered adviserregistration: previous registration
Jun 27, 2025 to Aug 5, 2026factForm ADV
→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: previous registration
May 19, 2023 to Mar 31, 2025factForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 21, 2022 to May 11, 2023factForm ADV
→ INTELLIGENT 401K, LLCRegistered adviserregistration: previous registration
Nov 12, 2020 to Jun 30, 2022factForm ADV
→ BAYNTREE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 4, 2018 to Apr 4, 2022factForm ADV

Dated events

Occurred
Aug 5, 2026
Advisor changed firm
Michael Jonathan Floyd left Sun Valley Advisory for Encompass More Asset Management Llc (registered 2026-07-31)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2025
Advisor changed firm
Michael Jonathan Floyd left Creativeone Wealth, Llc for Sun Valley Advisory (registered 2025-06-27)
Form ADVobserved 5 days ago
Occurred
May 11, 2023
Advisor changed firm
Michael Jonathan Floyd left Ae Wealth Management, Llc for Creativeone Wealth, Llc (registered 2023-05-19)
Form ADVobserved 5 days ago
Occurred
Jun 30, 2022
Advisor changed firm
Michael Jonathan Floyd left Intelligent 401K, Llc for Ae Wealth Management, Llc (registered 2022-09-21)
Form ADVobserved 5 days ago
Occurred
Apr 4, 2022
Advisor changed firm
Michael Jonathan Floyd left Bayntree Wealth Advisors, Llc for Intelligent 401K, Llc (registered 2020-11-12)
Form ADVobserved 5 days ago