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 |
|---|---|---|---|---|---|
| Michael Jonathan Floyd | Sun Valley Advisory state registered | Encompass More Asset Management LLC independent RIA | Other | Aug 5, 2026 | Jul 31, 2026 |
| Gregory William Halvorson | Sun Valley Advisory state registered | Encompass More Asset Management LLC independent RIA | Other | Aug 5, 2026 | Aug 17, 2026 |
| Christina Elizabeth Lawrence | Vector Financial Solutions, Inc. state registered | Encompass More Asset Management LLC independent RIA | Other | Mar 9, 2026 | Mar 4, 2026 |
| Steven Parker Durdin | Global View Capital Management LLC independent RIA | Encompass More Asset Management LLC independent RIA | RIA to RIA | Jan 14, 2026 | Jan 15, 2026 |
| Timothy Anton Noordyk | Global View Capital Management LLC independent RIA | Encompass More Asset Management LLC independent RIA | RIA to RIA | Jan 14, 2026 | Jan 13, 2026 |
| David Andrew Hessel | Global View Capital Management LLC independent RIA | Encompass More Asset Management LLC independent RIA | RIA to RIA | Jan 14, 2026 | Jan 13, 2026 |
| Philip Benjamin Comer | Global View Capital Management LLC independent RIA | Encompass More Asset Management LLC independent RIA | RIA to RIA | Jan 14, 2026 | Jan 21, 2026 |
| Genevieve Brianna Strenski | Global View Capital Management LLC independent RIA | Encompass More Asset Management LLC independent RIA | RIA to RIA | Jan 14, 2026 | Jan 13, 2026 |
| Joseph Anthony Gutierrez | Florida Financial Advisors, LLC BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 12, 2025 | Oct 16, 2025 (34 d) |
| Bradley Brien Burr | Ashton Thomas Private Wealth independent RIA | Encompass More Asset Management LLC independent RIA | RIA to RIA | Sep 2, 2025 | Sep 16, 2025 |
| Jay Robert Penney | Ashton Thomas Private Wealth independent RIA | Encompass More Asset Management LLC independent RIA | RIA to RIA | Aug 19, 2025 | Aug 25, 2025 |
| Apris Walker | Primerica Advisors national BD | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 15, 2025 | Feb 10, 2026 (179 d) |
| Geoffrey Edward Grimsdale | Ameriprise Financial Services, LLC national BD | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2025 | Jan 9, 2026 (151 d) |
| Anthony Dean Ruggieri | Ruggieri Wealth Advisors LLC unclassified | Encompass More Asset Management LLC independent RIA | Other | Jan 31, 2025 | Aug 8, 2023 |
| Nathan Mark Allred | Bristlecone Wealth, LLC unclassified | Encompass More Asset Management LLC independent RIA | Other | Jan 16, 2025 | May 29, 2024 |
| Orawicha Suraniwongse | Transamerica Financial Advisors, LLC BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 14, 2024 | Feb 14, 2025 (92 d) |
| Ricardo Alejandro Leyva | Elevated Capital Advisors, LLC independent RIA | Encompass More Asset Management LLC independent RIA | RIA to RIA | Oct 28, 2024 | Nov 1, 2024 |
| Daniel Thomas Bresson | Scf Investment Advisors, Inc. BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 17, 2024 | Sep 10, 2024 |
| Christopher Wacker | Scf Investment Advisors, Inc. BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 17, 2024 | Sep 10, 2024 |
| David Madey Grzesk | Scf Investment Advisors, Inc. BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 17, 2024 | Sep 9, 2024 |
| Robert V Du Charme | Scf Investment Advisors, Inc. BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 17, 2024 | Sep 9, 2024 |
| Eric Jay Becker | Scf Investment Advisors, Inc. BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 17, 2024 | Sep 9, 2024 |
| Michael Vandenlangenberg Ducharme | Scf Investment Advisors, Inc. BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 17, 2024 | Sep 9, 2024 |
| James Alexander Sayas | Scf Investment Advisors, Inc. BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 17, 2024 | Jan 1, 2025 (76 d) |
| Carisa Bertrand | Scf Investment Advisors, Inc. BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 17, 2024 | Sep 9, 2024 |
| Maxwell Marc Boehm | Scf Investment Advisors, Inc. BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 17, 2024 | Sep 9, 2024 |
| Branden Ducharme | Scf Investment Advisors, Inc. BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 17, 2024 | Sep 9, 2024 |
| Arrow Corpus | Scf Investment Advisors, Inc. BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 17, 2024 | Sep 9, 2024 |
| Jeffrey Hodges | J.P. Morgan Securities LLC wirehouse | Encompass More Asset Management LLC independent RIA | Wirehouse to independent RIA | Jul 13, 2024 | Oct 15, 2024 (94 d) |
| Terry Dee Cox | Capital Wealth Alliance, LLC independent RIA | Encompass More Asset Management LLC independent RIA | RIA to RIA | Jul 9, 2024 | Jul 1, 2024 |
| Wanchira Disyaboot | Transamerica Financial Advisors, LLC BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 13, 2024 | Jun 25, 2024 |
| Lucy Elizabeth Matsumoto | Transamerica Financial Advisors, LLC BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 13, 2024 | Jun 18, 2024 |
| Vicki Landry | Transamerica Financial Advisors, LLC BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 29, 2024 | Nov 15, 2024 (170 d) |
| Victor Hugo Espino | Transamerica Financial Advisors, LLC BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2024 | Apr 25, 2024 |
| Aaron Boyce | Ae Wealth Management, LLC independent RIA | Encompass More Asset Management LLC independent RIA | RIA to RIA | Apr 12, 2024 | May 16, 2024 (34 d) |
| Kasinee Manee-In Meyer | Transamerica Financial Advisors, LLC BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 4, 2024 | May 17, 2024 (43 d) |
| Christopher Ryan Hamm | Fsam LLC independent RIA | Encompass More Asset Management LLC independent RIA | RIA to RIA | Apr 2, 2024 | Apr 7, 2025 (370 d) |
| Marla Valencia Isidro | Transamerica Financial Advisors, LLC BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 22, 2024 | May 2, 2024 (41 d) |
| Naoko Moriya | Transamerica Financial Advisors, LLC BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 4, 2024 | Mar 8, 2024 |
| Lisa Ann Gallo | Independent Financial Group, LLC BD affiliated | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 30, 2024 | Feb 2, 2024 |
| Brian Eugene Leonard | Verus Capital Partners, LLC independent RIA | Encompass More Asset Management LLC independent RIA | RIA to RIA | Dec 18, 2023 | Jan 2, 2024 |
| Adam Jon Moeller | Foundations Investment Advisors LLC independent RIA | Encompass More Asset Management LLC independent RIA | RIA to RIA | May 31, 2023 | May 30, 2023 |
| Timothy Douglas Nelson | Bull Run Investment Management LLC state registered | Encompass More Asset Management LLC independent RIA | Other | May 5, 2023 | May 3, 2023 |
| Geoffrey Matthew Wistow | Bull Run Investment Management LLC state registered | Encompass More Asset Management LLC independent RIA | Other | May 5, 2023 | May 3, 2023 |
| Alex Mckinley Stevenson | Bull Run Investment Management LLC state registered | Encompass More Asset Management LLC independent RIA | Other | May 4, 2023 | May 2, 2023 |
| Todd Jay Cloward | Transamerica Financial Advisors, LLC BD affiliated | Encompass More Asset Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 24, 2023 | Jan 27, 2023 |
| Dennis Jay Burd | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Nov 30, 2022 | Aug 31, 2022 |
| Debra Diane Starkey | 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 Michael Woods | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Nov 30, 2022 | Sep 9, 2022 |
| Ginger A. Noteboom | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Nov 30, 2022 | Sep 14, 2022 |
| Gerardo Garcia | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Nov 30, 2022 | Sep 1, 2022 |
| Joseph Anthony Barbour | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Nov 30, 2022 | Sep 1, 2022 |
| Christopher Raymond Reid | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Nov 30, 2022 | Sep 9, 2022 |
| Amber Elaine Alguire | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Nov 30, 2022 | Sep 1, 2022 |
| Dominic Raymond Defreece | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Nov 30, 2022 | Aug 31, 2022 |
| Steven Jack Hefter | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Nov 30, 2022 | Aug 31, 2022 |
| Christopher Michael Chatto | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Nov 30, 2022 | Aug 25, 2022 |
| Scott Ledford Bacon | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Nov 30, 2022 | Sep 9, 2022 |
| Catherine Michelle Anderson | Verity Asset Management independent RIA | Encompass More Asset Management LLC no RAUM | RIA to a newly registered adviser | Nov 30, 2022 | Sep 1, 2022 |
| James Adam Johnson | Verity Asset Management independent RIA | Encompass More Asset Management LLC independent RIA | RIA to RIA | Nov 30, 2022 | Mar 21, 2025 (842 d) |
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76 moves match.