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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2025-05-12 |
| IA | RA | APPROVED | 2025-05-09 |
| NM | RA | APPROVED | 2025-05-09 |
| AZ | RA | APPROVED | 2024-09-18 |
Branch Locations
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
326 S. Reay Ln. Suite 100, Thatcher, AZ 85552 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden Rule Insurance | Safford | AZ | 01/2001 | 08/2019 |
| Stadium Plaza Llc | Safford | AZ | 08/2006 | Present |
| Global View Capital Management, Ltd | Waukesha | WI | 01/2014 | 09/2019 |
| Global View Capital Insurance, Ltd. | Waukesha | WI | 01/2014 | 09/2019 |
| Global View Capital Advisors, Ltd. | Waukesha | WI | 04/2014 | 09/2019 |
| Health Net | Safford | AZ | 11/2014 | 08/2019 |
| Scf Investment Advisors, Inc. | Fresno | CA | 09/2019 | 10/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2014 | 05/2017 |
| 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; P & K PALMER FINANCIAL SERVICES, LLC - NOT INVESTMENT RELATED - 4815 N WATSON LANE, SAFFORD, AZ - PASS THROUGH ENTITY USED FOR WHEN MY CPA PROVIDES SERVICES AND PREPARES MY TAXES - MANAGER/MEMBER - STARTED 1/2005 - APPROX 1 HR/MO - ZERO HRS DURING TRADING HOURS - MONITOR & ENSURE EACH DOLLAR AMOUNT PASSES THROUGH THE ENTITY CORRECTLY; STADIUM PLAZA, LLC - NOT INVESTMENT RELATED - SAME ADDRESS - RENTAL & SALES OF RESIDENTIAL REAL ESTATE PROPERTIES - OWNER/SOLE PROPRIETOR - STARTED 8/2006 - APPROX 3-8 HRS/MO - SAME AMOUNT DURING TRADING HOURS - LANDLORD - COLLECT RENT PAYMENTS & MAINTAIN THE PROPERTIES; SELF EMPLOYED INSURANCE AGENT - 602 S 8TH AVE. SAFFORD, AZ 85546 - FIXED LIFE, HEALTH AND ANNUITY PRODUCTS - STARTED 9/2019 - APPROX 8 HR/MO DURING TRADING HOURS: GILA VALLEY FINANCIAL, LLC - 50% OWNER - SAME ADDRESS - LLC - FOR PURCHASE OF COMMERCIAL BLDG WHERE LOCATED; THATCHER HIGH SCHOOL BOOSTER CLUB TREASURER - 4815 N WATSON LANE, SAFFORD, AZ 85546 - NON-PROFIT ORGANIZATION VOLUNTEER - 3 HOURS MONTHLY - BOOKKEEPING SERVICES - STARTED 7/2020; LOANER FOR RELATIVE'S SMALL BUSINESS - NON INVESTMENT RELARED - 4815 N. WATSON LN., SAFFORD, AZ 85546 - LOAN- LOANER - 09/05/2022 - 1 HR/MO - 0 HR/MO - SHORT TERM, 3 YR LOAN TO NEPHEW TO INVEST IN SMALL BUSINESS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-23 |
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