Best Investors
Account
Sign in
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-09-09 |
Branch Locations
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
50 E 100 S Suite 300, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chevron Products Co | Salt Lake City | UT | 06/1996 | 12/2020 |
| Global View Capital Advisors, Llc | Waukesha | WI | 04/2021 | 07/2023 |
| Global View Capital Managment, Llc | Waukesha | WI | 05/2021 | 07/2023 |
| Retired | Riverton | UT | 01/2021 | 03/2021 |
| Global View Capital Insurance Services, Llc | Waukesha | WI | 06/2021 | 07/2023 |
| Scf Investment Advisors, Inc. | San Diego | CA | 07/2023 | 10/2024 |
| Encompass More Asset Management Llc | Danville | CA | 09/2024 | Present |
(1) LICENSED INDEPENDENT INSURANCE AGENT [2] EAGLE MOUNTAIN CHAMBER OF COMMERCE; NOT INVESTMENT-RELATED; 3688 E. CAMPUS DR. STE. 101, EAGLE MOUNTAIN, UT; CHAMBER OF COMMERCE; POSITION: BOARD OF DIRECTORS; START DATE-10/2023; 1-3 HOURS PER MONTH ALL DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-14 |
Reach out to this advisor