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NF

Nicki S. Foulks

ENCOMPASS MORE INVESTMENTS
Burbank, CA 91505
Some features on this profile are disabled
CRD#: 6665035
NF

Professional summary


Nicki Siriphat Foulks, who also goes by Lisa Siriphat Foulks, Lisa Siriphat, is a registered financial professional currently at ENCOMPASS MORE INVESTMENTS, LLC located in Burbank, California.

Nicki is registered as a RR (Registered Representative) and started their career in finance in 2019. Nicki has worked at 2 firms and has passed the Series 63, Series 6TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lisa Siriphat Foulks | Lisa Siriphat

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Nicki Siriphat Foulks's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 2, 2024 - Present

ENCOMPASS MORE INVESTMENTS, LLC

Office #1: 3900 W. Alameda Ave. Suite 1429, Burbank, CA 91505
BD
CRD#: 318438
Burbank, CA
Past

December 20, 2019 - March 28, 2024

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
SAN DIEGO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/2/2024)
RR
Colorado
(4/6/2025)
RR
Connecticut
(9/18/2024)
RR
Florida
(9/18/2024)
RR
Georgia
(1/15/2025)
RR
Illinois
(10/28/2024)
RR
Maryland
(10/1/2024)
RR
Nevada
(1/15/2025)
RR
Ohio
(9/18/2024)
RR
Oregon
(1/12/2025)
RR
South Carolina
(10/15/2024)
RR
Tennessee
(9/4/2024)
RR
Texas
(7/22/2024)
RR
Virginia
(2/11/2025)
RR
Washington
(7/2/2024)
RR
Wisconsin
(1/21/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 8/7/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 12/20/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


EM
ENCOMPASS MORE INVESTMENTS, LLC
ENCOMPASS MORE INVESTMENTS, LLC

CRD#: 318438 / SEC#: , 8-70901

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
390 Diablo Road Suite #100, Danville, CA 94526
Mailing Address
390 Diablo Road Suite #100, Danville, CA 94526
Phone number
(925) 272-8850
Established
Nevada since 11/12/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (30 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ENCOMPASS MORE GROUP, INC.MEMBER
CHATTO, CHRISTOPHER MICHAELMANAGER, CCO, EXECUTIVE REP.6525630
SERRA, CARL ANTHONY IIIFINOP, PRINCIPAL FINANCIAL OFFICE, PRINCIPAL OPERATIONS OFFICER3179039

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ENCOMPASS MORE INVESTMENTS, LLC

CRD#: 318438Burbank, CA 91505

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