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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-09 |
| WI | RA | APPROVED | 2024-09-09 |
Branch Locations
2665 S. Moorland Rd. Suite 212, New Berlin, WI 53151 • United States
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Du Charme Financial Solutions | New Berlin | WI | 06/2001 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2014 | 11/2018 |
| Global View Capital Management, Llc | Waukesha | WI | 01/2014 | 07/2023 |
| Global View Capital Insurance Services, Llc | Waukesha | WI | 11/2010 | 07/2023 |
| Du Charme Financial & Business Solutions, Llc | New Berlin | WI | 03/2015 | Present |
| Global View Capital Advisors, Llc | Waukesha | WI | 06/2013 | 07/2023 |
| Scf Investment Advisors, Inc. | San Diego | CA | 07/2023 | 10/2024 |
| Encompass More Asset Management Llc | Danville | CA | 09/2024 | Present |
[1] DU CHARME FINANCIAL SOLUTIONS; NOT INVESTMENT RELATED; ADDRESS: 19685 W. OBSERVATORY ROAD, NEW BERLIN, WI 53146; NATURE: DBA, CPA POSITION: OWNER; STARTED: JUNE 2001-PRESENT; APPROX. 2-5 HRS/MONTH; APPROX. 2-5 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: ADMINISTRATION, ACCOUNTING AND CONSULTING. [2] DU CHARME FINANCIAL & BUSINESS SOLUTIONS, LLC; NOT INVESTMENT RELATED; ADDRESS: 19685 W. OBSERVATORY ROAD, NEW BERLIN, WI 53146; NATURE: LLC; POSITION: OWNER; STARTED: 03-25-2015 TO PRESENT; APPROX. 2-5 HRS/MONTH; RESPONSIBILITIES: ACCOUNTING, TAX, AND BUSINESS CONSULTING. [3] NOTARY; NOT INVESTMENT RELATED; ADDRESS: 19685 W. OBSERVATORY ROAD, NEW BERLIN, WI 53146; NATURE: OWNER; POSITION: NOTARY; STARTED: 1995 TO 7/21/2027; APPROX. <1 HRS/MONTH; RESPONSIBILITIES: NOTARIZE DOCUMENTS (4) LICENSED INDEPENDENT INSURANCE AGENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-12 |
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