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N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2020-11-18 |
Branch Locations
765 S. Woodruff Avenue Suite 2, Idaho Falls, ID 83401 • United States
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mtc (Mgmt.TRaining Corp.) D/B/A Clearfield Job Corps | Clearfield | UT | 01/2004 | 09/2021 |
| Tristan, Inc | Ogden | UT | 04/2004 | 06/2018 |
| Enagic Usa, Inc | Torrauee | CA | 08/2008 | 11/2017 |
| Adele & Mike Property Management, Llc | Ogden | UT | 02/2010 | Present |
| Ele Wealth Advisors, Inc. | Southield | MI | 07/2017 | 12/2018 |
| Ele Advisory Services, Llc | Southfield | MI | 07/2017 | 12/2018 |
| Global View Capital Advisors, Llc | Waukesha | WI | 10/2020 | Present |
| Global View Capital Insurance Services, Llc | Waukesha | WI | 11/2020 | Present |
| Global View Capital Management, Llc | Waukesha | WI | 11/2020 | Present |
| R & R Group, Llc | Terrace | UT | 07/2017 | 10/2019 |
| Ogden City Schools | Ogden | UT | 09/2025 | Present |
[1] ADELE & MIKE PROPERTY MANAGEMENT, LLC; NOT INVESTMENT RELATED; 1550 E 6250 S, OGDEN, UT 84405; NATURE: REAL ESTATE; POSITION: MEMBER/OWNER OF LLC AND MANAGER; STARTED: 02.10.2010; APPROX. 8 HRS/MO.; APPROX. ZERO HRS DURING TRADING HOURS; REPSPONSIBILITIES: REAL ESTATE PROPERTY MANAGER, COLLECT RENT, MARKET TO FILL VACANCIES AND PERIODIC MAINTENANCE. [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: 10.29.2020; APPROX. 10 ADVISORY HRS/MONTH OUTSIDE TRADING HRS; APPROX. 15 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: 11.10.2020; APPROX. 30 HRS/MONTH OUTSIDE TRADING HOURS; APPROX. 5 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 AND FIXED ANNUITIES. [4] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 05.05.2023; APPROX. 10 HRS/MONTH DURING TRADING HOURS; APPROX. 10 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE INSURANCE CLIENTS. [5] ACN; NOT INVESTMENT RELATED; ADDRESS: 1000 PROGRESS PI NE, CONCORD, NORTH CAROLINA, 28025; NATURE: TELECOMMUNICATIONS; POSITION: INDEPENDENT BUSINESS OWNER AND SALES REPRESENTATIVE; STARTED: 10.16.2023; APPROX. 8 HRS/MO DURING TRADING HOURS; APPROX. 12 HRS/MO OUTSIDE TRADING HOURS; REPSONSIBILITIES: RECRUIT AND TRAIN NEW ASSOCIATES TO MARKET ACN TELECOMMUNICATIONS PRODUCTS AND SERVICES. [6] OGDEN CITY SCHOOLS; NOT INVESTMENT RELATED; ADDRESS: 1950 MONROE BOULEVARD, ODGEN, UT 84401; NATURE: EDUCATION; POSITION: SUBSTITUTE TEACHER; STARTED: 09.11.2025; APPROX. 15 HRS/MO DURING TRADING HOURS; APPROX. ZERO HRS/MO OUTSIDE TRADING: RESPONSIBILITIES: ON CALL SUBSTITUTE TEACHER WITHIN THE OGDEN SCHOOL DISTRICT ON AN AS NEEDED BASIS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-08 |
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