William John Sefcik

Current Employers

Employment History

• 01/2001 → Present
  Wjs And Associates
  Orem, UT
• 01/2014 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 03/2015 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 05/2013 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI

Previous Registrations

• 2010-11-10 → 2013-12-31
  The Strategic Financial Alliance, Inc.
  Pleasant Grove, UT
• 2009-07-13 → 2010-11-09
  Investment Advisors International, Inc.
  Draper, UT
  Pleasant Grove, CA

Other Businesses

[1] WJS AND ASSOCIATES, PC.; NOT INVESTMENT RELATED; ADDRESS: 233 SOUTH PLEASANT GROVE BOULEVARD, SUITE 102 PLEASANT GROVE, UT 84062; NATURE: TAX PLANNING, TERM PREPARATION, BOOKKEEPING, TAX CONSULTING, COMPILATION, REVIEWS; POSITION: OWNER/SOLE PROPRIETOR; STARTED: JANUARY 2001; APPROX. 160-200 HRS/MONTH; APPROX. 150-170 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: TAX PLANNING, TERM PREPARATION, TAX CONSULTING, BOOKKEEPING, COMPILATIONS AND REVIEWS. [2] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE: 05-17-2013; APPROX. 25 ADVISORY HRS/MONTH; APPROX. 25 ADVISORY HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. [3] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 03-24-2015; APPROX. 10-15 HRS/MONTH; APPROX. 5-10 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF FIXED INSURANCE PRODUCTS FOR MULTIPLE PROVIDER COMPANIES TO PROSPECTIVE CLIENTS AND EXISTING CLIENTS WITH FOCUS ON SALE OF LIFE, LONG TERM CARE AND DISABILITY INSURANCE PRODUCTS. [4] SEFCIK HOLDINGS CERRITOS LLC; NOT INVESTMENT RELATED; ADDRESS: 674 S. LAKE VIEW DRIVE, VINEYARD, UT 84059; NATURE: TAX PREPARATION SERVICE; POSITION: MANAGING MEMBER AND PARTIAL OWNER WITH THREE SONS; STARTED: 12.01.2021; APPROX. ZERO HOURS DURING TRADING HOURS; APPROX. 1-2 HRS/MONTH OUTSIDE TRADING; RESPONSIBILITIES: PROVIDE TAX PREPARATION SERVICES. THIS BUSINESS ACCOUNT IS USED TO HOLD MONEY TO LEND OUT TO MR. SEFCIK AND HIS SONS FOR PERSONAL BUSINESS INTERESTS. [5] SEFCIK HOLDINGS - BREA LLC; NOT INVESTMENT RELATED; ADDRESS: 955 EAST BIRCH STREET, SUITE 18, BREA, CA 92821; NATURE: FRANCHISE OF CRUMBI COOKIE; POSITION: MANAGING MEMBER, ACCOUNTANT AND PARTIAL OWNER WITH THREE SONS; STARTED: 11.01.2021; APPROX. 1 HR/MONTH DURING TRADING HOURS; APPROX. 1 HR/MONTH OUTSIDE TRADING; RESPONSIBILITIES: ACCOUNTNG AND TAX PREPARATION. [6] SEFCIK HOLDINGS ORANGE LLC' NOT INVESTMENT RELATED; ADDRESS: 1500 EAST VILLAGE WAY, SUITE F19A, ORANGE, CA 92865; NATURE: FRANCHISE OF CRUMBI COOKIE; POSITION: MANAGING MEMBER, ACCOUNTANT AND PARTIAL OWNER WITH THREE SONS; STARTED: 11.01.2021; APPROX. 5 HR/MONTH DURING TRADING HOURS; APPROX. 5 HR/MONTH OUTSIDE TRADING; RESPONSIBILITIES: TAX RETURN PREPARATION. [7] SEFCIK HOLDINGS LA HABRA LLC; NOT INVESTMENT RELATED; ADDRESS: 1901 W IMPERIAL HIGHWAY, SUITE C, LA HABRA, CA 90631; NATURE: BAKERY-GORMETCOOKIES (i.e. CRUMBI COOKIES); POSITION: MANAGING MEMBER, ACCOUNTANT AND PARTIAL OWNER WITH THREE SONS; STARTED: 11.1.2021; APPROX. 10 HRS/MONTH DURING TRADING HOURS; APPROX. 10 HR/MONTH OUTSIDE TRADING; RESPONSIBILITIES: ACCOUNTING AND TAX PREPARATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-08
• S63 Uniform Securities Agent State Law Examination
  2007-10-26

Other Names

• William J. Sefcik
• Bill Sefcik