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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-09-09 |
Branch Locations
2665 S. Moorland Rd. Suite 212, New Berlin, WI 53151 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global View Capital Management, Llc | Waukesha | WI | 02/2019 | 07/2023 |
| Health Hut Natural Foods, Inc. | West Allis | WI | 08/2018 | Present |
| Du Charme Financial & Business Solutions, Llc | New Berlin | WI | 01/2019 | 07/2023 |
| Uw-Oshkosh | Oshkosh | WI | 09/2013 | 05/2018 |
| Du Charme Financial & Business Solutions, Llc | New Berlin | WI | 07/2017 | 09/2017 |
| Global View Capital Insurance Services, Llc | Waukesha | WI | 10/2018 | 07/2023 |
| Global View Capital Advisors, Llc | Waukesha | WI | 08/2018 | 07/2023 |
| Scf Investment Advisors, Inc. | San Diego | CA | 07/2023 | 10/2024 |
| Encompass More Asset Management Llc | Danville | CA | 09/2024 | Present |
[1] HEALTH HUT NATURAL FOODS, INC.; NOT INVESTMENT RELATED; ADDRESS: 2225 s. 108TH STREET, WEST ALLIS, WI 53227; NATURE: HEALTH FOOD & SUPPLEMENT RETAIL; POSITION: CLERICAL/ADMINISTRATIVE; STARTED: SEPTEMBER 2009; APPROX. 24 HRS/MONTH; APPROX. 18 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING AND STRATEGY FOR RETAIL OPERATIONS & HUMAN RESOURCES AND ADMINISTRATIVE FUNCTIONS. [2] THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS; NOT INVESTMENT RELATED; ADDRESS: 755 WOELFEL ROAD, BROOKFIELD, WI 53045; NATURE: CHARITY/NON-PROFIT ORGANIZATION; POSITION: VOLUNTEER WARD CLERK; STARTED: 10/2021; APPROX. 0 HRS/MONTH; APPROX. 0 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MANAGE MEMBERSHIP RECORDS, RECORD DONATIONS; EXPENSE REIMBURSEMENT (3) LICENSED INDEPENDENT INSURANCE AGENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-29 |
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