DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Encompass More Asset Management LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Benjamin Andrew Jerome | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Nov 30, 2022 | Sep 2, 2022 |
| Erik Ong | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Nov 30, 2022 | Aug 31, 2022 |
| Cameron Christian Clay | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Nov 30, 2022 | Sep 16, 2022 |
| Larry Rufus Daniels | Verity Asset Management independent RIA | Encompass More Asset Management LLC independent RIA | RIA to RIA | Nov 30, 2022 | Apr 24, 2023 (145 d) |
| Jonathan David Miller | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Nov 30, 2022 | Sep 9, 2022 |
| Andrew Lewis | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Nov 30, 2022 | Sep 15, 2022 |
| Donald Spini | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Nov 30, 2022 | Sep 14, 2022 |
| Michael Anthony Portincaso | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Oct 27, 2022 | Sep 9, 2022 |
| Shannon Nicole Gligora | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Oct 3, 2022 | Sep 12, 2022 |
| Glen Kavanagh | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Sep 28, 2022 | Sep 7, 2022 |
| Micah Phillip Comer | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Sep 28, 2022 | Sep 1, 2022 |
| Daniel Lee Asti | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Jun 15, 2022 | Sep 8, 2022 (85 d) |
| Corico Mccray | Edward Jones national BD | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 20, 2022 | Apr 1, 2025 (1077 d) |
| Kyle Austin Demyan | Transamerica Financial Advisors, LLC BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 18, 2021 | Mar 11, 2026 (1758 d) |
| Jason Paul Berube | Insight Financial Strategists state registered | Encompass More Asset Management LLC independent RIA | Other | Dec 18, 2020 | Feb 23, 2024 (1162 d) |
| Wesley Wayne Whitten | Sagepoint Financial, Inc. other | Encompass More Asset Management LLC no RAUM | Other | Jan 13, 2016 | Feb 18, 2023 (2593 d) |
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76 moves match.