Curt Randall Thompson

Employer firm

Global Strategic Nextgen Ocio CRD 175300

$1.61B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Global Strategic Nextgen Ocio

7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ 85258 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-08-07
AZ	RA	APPROVED	2018-02-16

TX RA
APPROVED

Since 2018-08-07
AZ RA
APPROVED

Since 2018-02-16

Branch Locations

7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ 85258 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial Yes
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Hirtle, Callaghan & Co.	Scottsdale	AZ	06/1994	12/2017
Global Strategic Investment Solutions, Llc	Scottsdale	AZ	01/2018	Present
Global Strategic Investment Solutions	Scottsdale	AZ	01/2018	Present

06/1994 → 12/2017

Hirtle, Callaghan & Co.

Scottsdale, AZ
01/2018 → Present

Global Strategic Investment Solutions, Llc

Scottsdale, AZ
01/2018 → Present

Global Strategic Investment Solutions

Scottsdale, AZ

Previous Registrations

1997-03-28 → 2018-01-04

Hirtle & Co., Llc

Scottsdale, AZ

West Conshohocken, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-05-17

S65 Uniform Investment Adviser Law Examination

1995-05-17

View on SEC IAPD

Employer firm

Current Employers

Global Strategic Nextgen Ocio

Disclosures

Employment History

Previous Registrations

Exams

Nearby Firms

Nearby Investors

Nearby Offices

Reviews