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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-13 |
| WI | RA | APPROVED | 2026-01-13 |
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 |
|---|---|---|---|---|
| Plank Road Publishing Inc. | Wauwatosa | WI | 09/1997 | 04/2021 |
| Global View Capital Management | Waukesha | WI | 01/2014 | 01/2026 |
| Global View Capital Insurance | Waukesha | WI | 11/2010 | 01/2026 |
| Global View Capital Advisors | Waukesha | WI | 07/2013 | 01/2026 |
| Encompass More Asset Management Llc | Danville | CA | 01/2026 | Present |
(1) Licensed Insurance Agent (2) Heritage Christian Schools 3500 South Glen Park Road, New Berlin, WI 53146 / This is a K-12 school. This is not investment related. I am a youth sports coach. I began this in November of 2017. It takes approximately 24 hours per month. It is 0 hours during trading hours. I coach various sports teams in the evening and on weekends. (3) Bridge Church 1314 S Grand Ave Waukesha WI 53186. This is a church. This is not investment related. I am a volunteer treasurer for the church. This began in March of 2019. It takes approximately two hours per month. It is 0 hours during trading hours. I review the monthly books and help answer questions for the church board of directors. (4) Bridge Church, 1314 S Grand Ave Waukesha WI 53186. This is a church. This is not investment related. I devote 4 hours per month; 0 hours during trading hours. Start date: May 1, 2026. My duties are to enter the payroll twice per month and provide reports to the bookkeeper.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-09 |
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