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Advisor at ENCOMPASS MORE ASSET MANAGEMENT LLC
BARTLETT, IL | 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 9, 2022 | n/a | yes | DANVILLE, CA|BARTLETT, IL | Current employment |
| VERITY ASSET MANAGEMENT | Independent wealth | May 3, 2021 | Nov 30, 2022 | no | DURHAM, NC|BARTLETT, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VERITY ASSET MANAGEMENT | ENCOMPASS MORE ASSET MANAGEMENT LLC | Nov 30, 2022 | Sep 9, 2022 | -82 | Firm change after gap | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 158667:322382:IL:2022-11-30 | Nov 30, 2022 | Sep 9, 2022 | BARTLETT, IL | Firm change after gap |