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Advisor at ENCOMPASS MORE ASSET MANAGEMENT LLC
Medford Lakes, NJ | 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 | Jan 21, 2026 | n/a | yes | DANVILLE, CA|Medford Lakes, NJ | Current employment |
| GLOBAL VIEW CAPITAL MANAGEMENT LLC | Independent wealth | Jul 10, 2025 | Jan 14, 2026 | no | MEDFORD LAKES, NJ|WAUKESHA, WI | Previous registration |
| LOGIC WEALTH MANAGEMENT, LLC | Independent wealth | Aug 7, 2020 | Dec 1, 2020 | no | PASADENA, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 11, 2017 | May 25, 2018 | no | MOUNT LAUREL, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL VIEW CAPITAL MANAGEMENT LLC | ENCOMPASS MORE ASSET MANAGEMENT LLC | Jan 14, 2026 | Jan 21, 2026 | 7 | Firm change | RIA to RIA |
| LOGIC WEALTH MANAGEMENT, LLC | GLOBAL VIEW CAPITAL MANAGEMENT LLC | Dec 1, 2020 | Jul 10, 2025 | 1,682 | Firm change after gap | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | LOGIC WEALTH MANAGEMENT, LLC | May 25, 2018 | Aug 7, 2020 | 805 | Firm change after gap | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 158292:322382:WI:2026-01-14 | Jan 14, 2026 | Jan 21, 2026 | WAUKESHA, WI | Firm change |