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Advisor at ENCOMPASS MORE ASSET MANAGEMENT LLC
San Diego, CA | 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 | Mar 4, 2026 | n/a | yes | DANVILLE, CA|San Diego, CA | Current employment |
| VECTOR FINANCIAL SOLUTIONS, INC. | State registered | Nov 29, 2024 | Mar 9, 2026 | no | San Diego, CA|ESCONDIDO, CA | Previous registration |
| SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC | Independent wealth | Jun 27, 2022 | Nov 21, 2024 | no | La Jolla, CA|NEWPORT BEACH, CA | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Jun 29, 2018 | Jun 9, 2022 | no | NEW YORK CITY, NY|New York, NY|LA JOLLA, CA | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Mar 5, 2014 | Jul 3, 2018 | no | FAIRFIELD, CT|FAIRFIELD, CT|MILWAUKEE, WI|NEW YORK, NY|FAIRFIELD, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VECTOR FINANCIAL SOLUTIONS, INC. | ENCOMPASS MORE ASSET MANAGEMENT LLC | Mar 9, 2026 | Mar 4, 2026 | -5 | Firm change | Other |
| SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC | VECTOR FINANCIAL SOLUTIONS, INC. | Nov 21, 2024 | Nov 29, 2024 | 8 | Firm change | RIA to state RIA |
| MML INVESTORS SERVICES, LLC | SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC | Jun 9, 2022 | Jun 27, 2022 | 18 | Firm change | Ibd to RIA |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | MML INVESTORS SERVICES, LLC | Jul 3, 2018 | Jun 29, 2018 | -4 | Firm change | Other |