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Advisor at ENCOMPASS MORE ASSET MANAGEMENT LLC
Denver, CO | 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 | May 30, 2023 | n/a | yes | Denver, CO|DANVILLE, CA | Current employment |
| FOUNDATIONS INVESTMENT ADVISORS LLC | Independent wealth | Nov 8, 2017 | May 31, 2023 | no | Greenwood Village, CO|PHOENIX, AZ | Previous registration |
| WEALTH WATCH ADVISORS, INC | Independent wealth | Jul 25, 2016 | Nov 6, 2017 | no | Greenwood Village, CO|ENGLEWOOD, CO | Previous registration |
| REGAL INVESTMENT ADVISORS LLC | Bd affiliated wealth | Sep 12, 2013 | Aug 14, 2014 | no | DENVER, CO|KENTWOOD, MI | Previous registration |
| FORESTERS EQUITY SERVICES, INC. | Former SEC adviser | Dec 15, 2010 | Dec 13, 2011 | no | DENVER, CO|SAN DIEGO, CA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Oct 20, 2004 | Nov 6, 2009 | no | LAKEWOOD, CO|DENVER, CO|DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS LLC | ENCOMPASS MORE ASSET MANAGEMENT LLC | May 31, 2023 | May 30, 2023 | -1 | Firm change | RIA to RIA |
| WEALTH WATCH ADVISORS, INC | FOUNDATIONS INVESTMENT ADVISORS LLC | Nov 6, 2017 | Nov 8, 2017 | 2 | Firm change | Other |
| REGAL INVESTMENT ADVISORS LLC | WEALTH WATCH ADVISORS, INC | Aug 14, 2014 | Jul 25, 2016 | 711 | Firm change after gap | Other |
| FORESTERS EQUITY SERVICES, INC. | REGAL INVESTMENT ADVISORS LLC | Dec 13, 2011 | Sep 12, 2013 | 639 | Firm change after gap | Other |
| EQUITABLE ADVISORS, LLC | FORESTERS EQUITY SERVICES, INC. | Nov 6, 2009 | Dec 15, 2010 | 404 | Firm change after gap | Other |