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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-09-10 |
Branch Locations
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
2665 S. Moorland Rd. Suite 212, New Berlin, WI 53151 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global View Capital Insurance Services, Llc | Waukesha | WI | 12/2016 | 07/2023 |
| Ups (I.e. United Parcel Service) | Milwaukee | WI | 09/2006 | Present |
| Tax Airfreight, Inc. | Milwaukee | WI | 03/2016 | 03/2018 |
| Chris Wacker, Self-Employed, Real Estate Investments | Oak Creek | WI | 11/1978 | Present |
| Guardian Life Insurance Co. Of America | Pewaukee | WI | 05/2015 | Present |
| Dayton Freight Lines, Inc. | Milwaukee | WI | 03/2018 | Present |
| Global View Capital Advisors, Llc | Waukesha | WI | 08/2016 | 07/2023 |
| Global View Capital Management, Llc | Waukesha | WI | 12/2017 | 07/2023 |
| Scf Investment Advisors, Inc. | New Berlin | WI | 07/2023 | 10/2024 |
| Encompass More Asset Management Llc | Danville | CA | 09/2024 | Present |
(1) LICENSED INDEPENDENT INSURANCE AGENT. [2] CHRISTOPHER WACKER, SELF-EMPLOYED REAL ESTATE INVESTMENTS; NOT INVESTMENT RELATED; ADDRESS: 524 E HOMER STREET, MILWAUKEE, WI 53207; NATURE: RENTAL PROPERTY; POSITION: OWNER AND LANDLORD; STARTED: NOVEMBER 1978; APPROX. 2 HRS/MONTH; APPROX. ZERO HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MANAGE TENANT RELATIONSHIPS AND BASIC BUILDING MAINTENANCE. [3] UNITED PARCEL SERVICE (i.e. UPS); NOT INVESTMENT RELATED; ADDRESS: 351 CARGO WAY, MILWAUKEE, WI 53207; NATURE: WORLDWIDE DELIVERY AND SHIPPING COMPANY; POSITION: PACK-HANDLER-RAMP; STARTED: 09-05-2006; APPROX. 75 HRS/MONTH; APPROX. ZERO HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: A.M. SHIFT PACKAGE HANDLER AT AIRPORT IN MILWAUKEE, WI. [4] GUARDIAN LIFE INSURANCE CO OF AMERICA; YES-INVESTMENT RELATED; ADDRESS: 1166 QUAIL COURT, SUITE 100, PEWAUKEE, WI 53072; NATURE: INSURANCE BROKER; POSITION: BROKER-AGENT; STARTED: 05-01-2015; APPROX. 8 HRS/MONTH; APPROX. 4 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: RECEIVE REQUESTS FROM AGENCY TO ASSIST WITH COMPLETING SERVICE REQUEST FORMS SUCH AS ADDRESS, BANK AND BENEFICIARY CHANGES AND OFFER ADDITIONAL SERVICES. [5] DAYTON FREIGHT; NOT INVESTMENT RELATED; ADDRESS: 3135 CO HWY H STURTEVANT, WI 53177; NATURE: FREIGHT TRANSPORT; POSITION: FORKLIFT DOCK WORKER, 2ND SHIFT PART-TIME; STARTED: 04-02-2018; APPROX. 90 HRS/MONTH; APPROX. ZERO HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: DOCK FORKLIFT OPERATOR 2ND SHIFT PART-TIME, LOAD AND UNLOAD FREIGHT FROM SEMI AND STRAIGHT TRUCKS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-29 |
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