ENCOMPASS ADVISORY SERVICES, LLC of KATY, TX is an SEC-registered investment adviser (CRD 283574). Regulatory assets under management: $121.3M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed, Subscription.
Clients served: Individuals, High net worth, Corporations.
| Name | Role | Location |
|---|---|---|
| Jason Warren Ceyanes | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, MANAGER | — |
| Derek Jay Sensenig | PARTNER, MEMBER | — |
| Didya Mercedes Bianchi | CHIEF COMPLIANCE OFFICER | — |
| Thomas Howard Payne | PARTNER, MEMBER | — |
| Didya M Bianchi | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2020-09-25 | regulatory | WHILE REGISTERED WITH TRINITY, THREE LIENS AND A FORECLOSURE JUDGMENT WERE FILED AGAINST RESPONDENT AS FOLLOWS: A. ON DECEMBER 19, 2017, THE STATE OF CALIFORNIA FRANCHISE TAX BOARD FILED A TAX LIEN AGAINST RESPONDENT PAYNE IN THE AMOUNT OF $26,913. B. ON SEPTEMBER 7, 2018, THE STATE OF CALIFORNIA FR… | Final | — |