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Advisor at ENCOMPASS MORE ASSET MANAGEMENT LLC
DANVILLE, CA | NEW BERLIN, WI
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, 2024 | n/a | yes | NEW BERLIN, WI|DANVILLE, CA | Current employment |
| SCF INVESTMENT ADVISORS, INC. | Former SEC adviser | Jul 17, 2023 | Oct 17, 2024 | no | SAN DIEGO, CA|Waukesha, WI | Previous registration |
| GLOBAL VIEW CAPITAL MANAGEMENT LLC | Independent wealth | Jan 7, 2014 | Jul 18, 2023 | no | WAUKESHA, WI|NEW BERLIN, WI|WAUKESHA, WI|NEW BERLIN, WI | Previous registration |
| THE STRATEGIC FINANCIAL ALLIANCE | Bd affiliated wealth | Nov 1, 2010 | Dec 31, 2013 | no | WAUKESHA, WI|WAUKESHA, WI|WAUKESHA, WI | Previous registration |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | n/a | Jul 17, 2006 | Nov 2, 2010 | no | WAUKESHA, WI | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Oct 27, 2003 | Aug 23, 2006 | no | WAUKESHA, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SCF INVESTMENT ADVISORS, INC. | ENCOMPASS MORE ASSET MANAGEMENT LLC | Oct 17, 2024 | Sep 9, 2024 | -38 | Firm change after gap | Ibd to RIA |
| GLOBAL VIEW CAPITAL MANAGEMENT LLC | SCF INVESTMENT ADVISORS, INC. | Jul 18, 2023 | Jul 17, 2023 | -1 | Firm change | RIA to ibd |
| THE STRATEGIC FINANCIAL ALLIANCE | GLOBAL VIEW CAPITAL MANAGEMENT LLC | Dec 31, 2013 | Jan 7, 2014 | 7 | Bulk transfer | Other |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | THE STRATEGIC FINANCIAL ALLIANCE | Nov 2, 2010 | Nov 1, 2010 | -1 | Bulk transfer | Other |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | INVESTMENT ADVISORS INTERNATIONAL, INC. | Aug 23, 2006 | Jul 17, 2006 | -37 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 123608:322382:WI:2024-10-17 | Oct 17, 2024 | Sep 9, 2024 | WAUKESHA, WI | Firm change after gap |
| 158292:123608:WI:2023-07-18 | Jul 18, 2023 | Jul 17, 2023 | NEW BERLIN, WI | Firm change |