Amy W Yost

Current Employers

Employment History

• 04/2004 → Present
  We Care Financial Services, Inc.
  Kamas, UT
• 08/2013 → 03/2026
  Summit County Recreation Arts And Parks Advisory Committee
  Coalville, UT
• 02/2014 → 07/2017
  Security National Mortgage Company
  Kamas, UT
• 11/2015 → 04/2018
  Awesome Benefit Advisors
  Sandy, UT
• 11/2015 → Present
  National Pension Partners
  Cottonwood Heights, UT
• 12/2015 → 01/2018
  American United Life (Insurance Agency)
  Cottonwood Heights, UT
• 04/2016 → 01/2018
  Oneamerica Securities
  Cottonwood Heights, UT
• 02/2018 → 06/2019
  Global View Capital Insurance, Ltd.
  Waukesha, WI
• 02/2018 → 06/2019
  Global View Capital Management, Ltd.
  Waukesha, WI
• 08/2017 → 01/2019
  Veritas Funding
  Kamas, UT
• 05/2018 → Present
  Inova Share
  Sandy, UT
• 01/2018 → 06/2019
  Global View Capital Advisors, Ltd.
  Waukesha, WI
• 01/2019 → Present
  Intercap Lending, Llc
  Kamas, UT
• 07/2019 → Present
  Global Assets Advisory, Llc
  Kamas, UT

Previous Registrations

• 2018-02-23 → 2019-06-26
  Global View Capital Management Llc
  Pleasant Grove, UT
  Waukesha, WI
  Kamas, UT
• 2016-04-11 → 2018-01-09
  Oneamerica Securities, Inc.
  Cottonwood Heights, UT
• 2012-01-06 → 2016-05-02
  Transamerica Financial Advisors, Llc
  So. Jordan, UT
• 2011-09-01 → 2012-01-06
  Investment Advisors International, Inc.
  So. Jordan, UT

Other Businesses

1) GLOBAL ASSETS ADVISORY, LLC - 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - AFFILIATED RIA - INVESTMENT ADVISOR REPRESENTATIVE SINCE 07/2019 - APPROX 100 HRS/MO - FEE BASED COMPENSATION 2) WE CARE FINANCIAL SERVICES, INC. - NOT INVESTMENT RELATED - 545 WEST 200 SOUTH, KAMAS, UT 84036 - BUSINESS LEASING/PRIVATE LABEL ENTITY FOR TAX REPORTING PURPOSES - OWNER SINCE 4/2004 - APPROX 1 HR/MO - DRAW FROM PROFITS 3) RENTAL PROPERTY 80 EAST CENTER STREET, KAMAS UT 84036 - SINGLE FAMILY RENTAL - OWNER/MANAGER SINCE 2003 - APPROX 1 HR/MO - RENTAL INCOME 4) NATIONAL PENSION PARTNERS - NOT INVESTMENT RELATED - 1225 E. FORT UNION BOULEVARD, #350, COTTONWOOD HEIGHTS, UT 84047 - THIRD PARTY PENSION PLAN ADMINISTRATOR - INDEPENDENT CONSULTANT SINCE 11/2015 - MARKET THIRD PARTY ADMINISTRATOR SERVICES TO SMALL BUSINESSES - APPROX 1-2 HRS/MO - COMMISSIONS 5) INOVASHARE - NOT INVESTMENT RELATED - 9710 SOUTH 700 EAST, SANDY, UT 84070 - HEALTH INSURANCE SHARE PLANS - INDEPENDENT HEALTH INSURANCE AGENT SINCE 5/2018 - APPROX 2 HRS/MO - COMMISSIONS 6) INTERCAP LENDING, LLC 228 SR 248, SUITE 2A, KAMAS, UT 84036 - MORTGAGE COMPANY - LOAN OFFICER SINCE 1/2019 - APPROX 160 HRS/MO - COMMISSIONS 7) ESTATE GURU PRO 228 W SR 248, KAMAS, UT 84036 - NOT INVESTMENT RELATED - TRUST SETUP ASSISTANCE - AGENT SINCE 2/2020 - APPROX 1 HR/MO - HOURLY FEE 8) WELLTHCARE - EMPLOYEE BENEFIT AND HEALTH MANAGEMENT PLATFORM, 160 W CANYON CREST RD, ALPINE, UT 84004 - MARKETING AGENT SINCE 04/2026 - APPROX 5 HRS/MO - COMMISSION REVENUE

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-21
• S63 Uniform Securities Agent State Law Examination
  2003-07-14

Other Names

• Amy Yost