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Advisor at ENCOMPASS MORE ASSET MANAGEMENT LLC
AGUA DULCE, 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 | Jun 18, 2024 | n/a | yes | DANVILLE, CA|AGUA DULCE, CA | Current employment |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Feb 16, 2018 | Jun 13, 2024 | no | Moorpark, CA|Valencia, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL ADVISORS, LLC | ENCOMPASS MORE ASSET MANAGEMENT LLC | Jun 13, 2024 | Jun 18, 2024 | 5 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 16164:322382:CA:2024-06-13 | Jun 13, 2024 | Jun 18, 2024 | VALENCIA, CA | Firm change |