Dale Kline Black

Current Employers

Employment History

• 03/2008 → Present
  Dalemar, Incorporated
  Mapleton, UT
• 01/2014 → 10/2022
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2014 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 05/2013 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 11/2010 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI

Previous Registrations

• 2010-10-20 → 2013-12-31
  The Strategic Financial Alliance, Inc.
  Cedar Hills, UT
  Atlanta, GA
  Pleasant Grove, UT
• 2006-08-08 → 2010-10-15
  Investment Advisors International, Inc.
  Sandy, UT
• 2005-06-24 → 2006-08-24
  Transamerica Financial Advisors, Llc
  Sandy, UT

Other Businesses

[1] DALEMAR, INCORPORATED; NOT INVESTMENT RELATED; ADDRESS: 36 E. 400 S., MAPLETON, UT 84664; STARTED: 03.04.2008; APPROX. 3 HRS/MONTH DURING TRADING HOURS; APPROX. 1 HR/MONTH OUTSIDE TRADING HOURS; POSITION: SHAREHOLDER; RESPONSIBILITIES: MANAGE S-CORP PASS-THROUGH ENTITY USED FOR PERSONAL BUSINESS EXPENDITURES. [2] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: NOVEMBER 2010; APPROX. 20 HRS/MONTH DURING TRADING HOURS; APPROX. 12 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF FIXED INSURANCE PRODUCTS FOR MULTIPLE PROVIDER COMPANIES TO PROSPECTIVE CLIENTS AND EXISTING CLIENTS WITH FOCUS ON SALE OF LIFE, LONG TERM CARE AND DISABILITY INSURANCE PRODUCTS AND FIXED ANNUITIES. [3] GVC PARTNERS, LLC; NOT INVESTMENT RELATED; ADDRESS: 223 S. PLEASANT GROVE BOULEVARD, SUITE 201, PLEASANT GROVE, UT 84062; NATURE: PARTNERSHIP; POSITION: MEMBER; STARTED: 09.21.2011 AND NAME OF THE OTHER MEMBERS CHANGED AS OF 02.01.2023; APPROX. 5 HRS/MONTH OUTSIDE TRADING HOURS; APPROX. 5 HR/MONTH DURING TRADING HOURS ; RESPONSIBILITIES: PASS-THROUGH ENTITY CONSISTING OF FOUR PARTNERS, EACH PARTNER IS AN INDEPENDENT CONTRACTOR WITH GLOBAL VIEW CAPITAL ADVISORS EARNING COMMISSIONS AND/OR FEES THAT ARE DEPOSITED INTO GVC PARTNERS WHICH PAYS OFFICE EXPENDITURES AND THE PARTNERS PAYROLL AND DOES THE TAX FILINGS. [4] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE: 05.07.2013; APPROX. 143 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 149 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. [5] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 01.13.2023; APPROX. 20 HRS/MONTH DURING TRADING HOURS; APPROX. 20 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-29
• S63 Uniform Securities Agent State Law Examination
  2001-01-05

Other Names

• Dale K. Black
• Dale Black