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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 |
|---|---|---|---|---|
| Global View Capital Advisors, Llc | Waukesha | WI | 11/2018 | 07/2023 |
| Global View Capital Insurance Services, Llc | Waukesha | WI | 12/2018 | 07/2023 |
| Global View Capital Management, Llc | Waukesha | WI | 03/2020 | 07/2023 |
| Aflac | Brookfield | WI | 02/2018 | Present |
| Unemployed | New Berlin | WI | 02/2016 | 02/2018 |
| Scf Investment Advisors, Inc. | San Diego | CA | 07/2023 | 10/2024 |
| Encompass More Asset Management Llc | Danville | CA | 09/2024 | Present |
[1] AFLAC; NOT INVESTMENT RELATED; ADDRESS: 19265 W. CAPITAL DRIVE, SUITE 201, BROOKFIELD, WI 53045; NATURE: SUPPLEMENTAL INSURANCE; POSITION: BENEFITS ADVISOR; STARTED: 02-2018; APPROX. 4 HRS/MONTH DURING TRADING HOURS; APPROX. 4 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: SELL SUPPLEMENTAL INSURANCE, CLAIMS ASSISTANCE AND CUSTOMER SERVICE. (2) LICENSED INDEPENDENT INSURANCE AGENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-25 |
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