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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
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
2665 S. Moorland Rd. Suite 212, New Berlin, WI 53151 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global View Capital Management, Llc | Waukesha | WI | 01/2014 | 07/2023 |
| Global View Capital Insurance Services, Llc | Waukesha | WI | 11/2010 | 07/2023 |
| 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 WEALTH MANAGEMENT; YES-INVESTMENT RELATED; ADDRESS: 2665 S. MOORLAND ROAD, SUITE 212, NEW BERLIN, WI 53151; NATURE: DBA; POSITION: AGENT/CONTRACTOR; STARTED: 06-2002 TO PRESENT; APPROX. 160 HRS/MONTH; APPROX. 140 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: FINANCIAL INVESTMENTS ADVISOR TO CLIENTS. [2] DBA DU CHARME WEALTH MANAGEMENT / DU CHARME FINANCIAL & BUSINESS SOLUTIONS, LLC; NOT INVESTMENT RELATED; ADDRESS: 2665 S.MOORLAND ROAD, SUITE 212, NEW BERLIN, WI 53151; NATURE: INSURANCE; POSITION: CONTRACTOR; 07-2023 TO PRESENT; APPROX. 10 HRS/MONTH; APPROX. 5 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: INSURANCE SALES TO CLIENTS. (3) LICENSED INDEPENDENT INSURANCE AGENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-01 |
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