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Advisor at ENCOMPASS MORE ASSET MANAGEMENT LLC
GILBERT, AZ | DANVILLE, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ENCOMPASS MORE ASSET MANAGEMENT LLC | Independent wealth | Sep 14, 2022 | n/a | yes | GILBERT, AZ|DANVILLE, CA | Current employment |
| VERITY ASSET MANAGEMENT | Independent wealth | Nov 20, 2019 | Nov 30, 2022 | no | Los Angeles, CA|DURHAM, NC|GILBERT, AZ | Previous registration |
| MCCAULEY INVESTMENT ADVISORY, LLC | State registered | Jul 1, 2015 | Jul 30, 2019 | no | SHOW LOW, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VERITY ASSET MANAGEMENT | ENCOMPASS MORE ASSET MANAGEMENT LLC | Nov 30, 2022 | Sep 14, 2022 | -77 | Firm change after gap | RIA to new firm |
| MCCAULEY INVESTMENT ADVISORY, LLC | VERITY ASSET MANAGEMENT | Jul 30, 2019 | Nov 20, 2019 | 113 | Firm change | Other |