Stephen Karl Roberts

Current Employers

Employment History

• 12/2014 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 12/2014 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 02/2001 → 10/2017
  Independence Enterprises, Inc.
  Highland, UT
• 12/2014 → Present
  Global View Captial Advisors, Llc
  Waukesha, WI
• 10/2017 → Present
  Independence Enterprises Trust
  Lehi, UT
• 01/2020 → Present
  Mline Technologies, Inc.
  Highland, UT

Other Businesses

[1] INDEPENDENCE ENTERPRISES TRUST AS OF 10-01-2017 F/K/A INDEPENDENCE ENTERPRISES, INC. FROM FEB 2001 - OCT 2017; NOT INVESTMENT RELATED; ADDRESS: 10374 N WOLF CREEK TRAIL, HANNA, UT 84031; NATURE: SOFTWARE DEVELOPMENT AND CONSULTING; POSITION: TRUSTEE, PRESIDENT, SOFTWARE DEVELOPER AND CONSULTANT; STARTED: INITIALLY A INC. FROM FEBRUARY 2001 - OCTOBER 2017 THEN CHANGED TO A TRUST IN OCTOBER 2017; APPROX. 130 HRS/MONTH DURING TRADING HOURS: APPROX. 100 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: SOFTWARE DEVELOPMENT, PROCESS ANALYSIS, IMPLEMENTATION AND SUPPORT OF INSTALLED SOFTWARE AT ON SITE AND OFF-SITE LOCATIONS FOR MUNICIPALITIES. [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: 12-05-2014; APPROX. 40 ADVISORY HRS/MONTH; APPROX. 40 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; HEADQUARTER ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: DECEMBER 2014; APPROX. 40 HRS/MONTH; APPROX. 40 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] MLINE TECHNOLOGIES, INC. ; NOT INVESTMENT RELATED; ADDRESS: 9752 N 5650 W, HIGHLAND, UT 84003; NATURE: SOFTWARE DEVELOPMENT; POSITION: FOUNDING PARTNER, DEVELOPER AND MARKETING; STARTED: 01-31-2020; APPROX. 20 HRS/MONTH DURING TRADING HOURS; APPROX. 10 HRS/MONTH OUTSIDE TRADING HOUR; RESPONSIBILITIES: OVERSEE DEVELOPMENT OF SOFTWARE THAT MANAGES COMMUNICATIONS, MARKET SAAS PRODUCT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-05

Other Names

• Stephen K. Roberts
• Stephen Roberts