DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner42 years in industry

BRADLEY BRIEN BURR

Advisor at ENCOMPASS MORE ASSET MANAGEMENT LLC

DANVILLE, CA | Phoenix, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d1b9cb6e-a297-da80-a105-e4dc57894c37

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 13, 2005 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ENCOMPASS MORE ASSET MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 23, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: May 23, 1984
First registration: Jul 13, 2005
Dual registered: no
Other names: BRAD BURR
IAPD individual key: 1264964

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ENCOMPASS MORE ASSET MANAGEMENT LLC	Independent wealth	Sep 16, 2025	n/a	yes	Phoenix, AZ\|DANVILLE, CA	Current employment
ASHTON THOMAS PRIVATE WEALTH	Independent wealth	Dec 20, 2019	Sep 2, 2025	no	SCOTTSDALE, AZ	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Oct 31, 2008	Dec 31, 2017	no	TEMPE, AZ	Previous registration
AMERICAN GENERAL SECURITIES INCORPORATED	n/a	Sep 23, 2008	Oct 31, 2008	no	TEMPE, AZ\|PHOENIX, AZ	Previous registration
CUE FINANCIAL GROUP, INC.	Former SEC adviser	Jul 13, 2005	Jan 16, 2007	no	CAREFREE, AZ\|CAREFREE, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ASHTON THOMAS PRIVATE WEALTH	ENCOMPASS MORE ASSET MANAGEMENT LLC	Sep 2, 2025	Sep 16, 2025	14	Firm change	RIA to RIA
SAGEPOINT FINANCIAL, INC.	ASHTON THOMAS PRIVATE WEALTH	Dec 31, 2017	Dec 20, 2019	719	Firm change after gap	Ibd to RIA
AMERICAN GENERAL SECURITIES INCORPORATED	SAGEPOINT FINANCIAL, INC.	Oct 31, 2008	Oct 31, 2008	0	Bulk transfer	Other
CUE FINANCIAL GROUP, INC.	AMERICAN GENERAL SECURITIES INCORPORATED	Jan 16, 2007	Sep 23, 2008	616	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
153902:322382:AZ:2025-08-19	Sep 2, 2025	Sep 16, 2025	SCOTTSDALE, AZ	Firm change

Relationships

Registered with (5)

→ ENCOMPASS MORE ASSET MANAGEMENT LLCRegistered adviserregistration: current employment
Sep 16, 2025 to presentfactForm ADV
→ ASHTON THOMAS PRIVATE WEALTHRegistered adviserregistration: previous registration
Dec 20, 2019 to Sep 2, 2025factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Oct 31, 2008 to Dec 31, 2017factForm ADV
→ AMERICAN GENERAL SECURITIES INCORPORATEDRegistered adviserregistration: previous registration
Sep 23, 2008 to Oct 31, 2008factForm ADV
→ CUE FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Jul 13, 2005 to Jan 16, 2007factForm ADV

Dated events

Occurred
Sep 2, 2025
Advisor changed firm
Bradley Brien Burr left Ashton Thomas Private Wealth for Encompass More Asset Management Llc (registered 2025-09-16)
Form ADVobserved 3 days ago