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111 N. Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-12-06 |
Branch Locations
111 N. Orange Avenue Suite 1000, Orlando, FL 32801 • United States
920 North Argonne Road Suite 110 B, Spokane Valley, WA 99212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2014 | 11/2019 |
| Global View Capital Insurance | Spokane Valley | WA | 01/2011 | 11/2019 |
| Jensen Financial, Llc | Spokane Valley | WA | 05/2012 | Present |
| Global View Capital Management | Spokane Valley | WA | 01/2014 | 11/2019 |
| International Assets Advisory, Llc | Spokane Valley | WA | 11/2019 | Present |
| Global Assets Advisory, Llc | Spokane Valley | WA | 11/2019 | Present |
1) GLOBAL ASSETS ADVISORY, LLC 111 N. ORANGE AVENUE, SUITE 1000, ORLANDO, FL 32801 - AFFILIATED REGISTERED INVESTMENT ADVISOR - IAR SINCE 11/2019 - APPROX 20 HRS/MO - FEES 2) JENSEN FINANCIAL, LLC 920 ARGONNE ROAD, #110 B, SPOKANE VALLEY, WA 99212 - PRIVATE LABEL ENTITY FOR SECURITIES BUSINESS - PRESIDENT SINCE 5/2012 - APPROX 40 HRS/MO - FEES/COMMISSIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-21 |
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