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Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-01 |
| NM | RA | APPROVED | 2025-11-21 |
| UT | RA | APPROVED | 2025-11-20 |
| AZ | RA | APPROVED | 2024-09-18 |
Branch Locations
326 S. Reay Ln. Suite 100, Thatcher, AZ 85552 • United States
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global View Capital Management, Ltd. | Waukesha | WI | 01/2014 | 09/2019 |
| Global View Capital Insurance, Ltd. | Waukesha | WI | 12/2013 | 09/2019 |
| Global View Capital Advisors, Ltd. | Waukesha | WI | 12/2013 | 09/2019 |
| Scf Investment Advisors, Inc. | Fresno | CA | 09/2019 | 10/2024 |
| Thepartners Wealth Management | Carmel By The Sea | CA | 09/2024 | Present |
ASH CREEK FINANCIAL ADVISORS, LLC - FINANCIAL SERVICES - NON-INVESTMENT RELATED - USED FOR ASSIGNMENT OF COMMISSIONS FOR LIFE INSURANCE & FIXED ANNUITIES - 602 S ITH AVE, SAFFORD, AZ BRYCE WEALTH MANAGEMENT, LLC - NOT INVESTMENT RELATED - 602 S 8TH AVE, SAFFORD, AZ; SELF EMPLOYED INSURANCE AGENT/CONSULTING TECHNOLOGY BUSINESSES ON NON-INVESTMENT ADVICE - INDEPENDENT CONTRACTOR - 8/8/2022 - 1HOUR - 0HOURS - CONSULTING TECHNOLOGY COMPANIES ON HOW TO GAIN MARKET SHARE. Ash Creek Tax LLC - NOT INVESTMENT RELATED - 4539 N 22ND ST STE R PHOENIX, AZ, 85016 - Filing simple Tax returns - Managing Member / Sole Owner - 1/7/2026 - 30hr - 2hr - Founder of the Company. Oversight of the CPAs and tax preparers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-15 |
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