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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global View Capital Advisors | Waukesha | WI | 10/2025 | 01/2026 |
| Global View Capital Management, Llc | Waukesha | WI | 10/2025 | 01/2026 |
| Experior Financial | Green Bay | NY | 01/2025 | 11/2025 |
| Old Dominion | Neenah | WI | 07/2023 | 03/2025 |
| Fedex | Kenosha | WI | 11/2019 | 06/2023 |
| American Linehaul | Bensenville | IL | 04/2018 | 11/2019 |
| Roadrunner | Milwaukee | WI | 02/2018 | 04/2018 |
| Unemployed | Milwaukee | WI | 01/2018 | 02/2018 |
| Energy Transportatio | Carson | CA | 06/2017 | 01/2018 |
| Unemployed | Cypress | CA | 04/2017 | 06/2017 |
| Global View Capital Insurance Services | Waukesha | WI | 10/2025 | 01/2026 |
| Forward Air | Carson | CA | 08/2011 | 04/2017 |
| Encompass More Asset Management Llc | Danville | CA | 01/2026 | Present |
(1) Licensed Insurance Agent. (2) As of 04/27/2017 I have been the owner and Property Manager of Pritchett Properties, LLC. at 1648 Marie Lane Green Bay WI 54313. The business is not investment related. I am responsible for marketing, sales, strategic development, property management, maintenance, compliance, tax management, bookkeeping, tenant selection, rent collection and general administration. I spend approximately 80 hours a month on the business, most (50-60 hours) being outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-17 |
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