Steven Paul Sorensen

Current Employers

Employment History

• 12/2002 → Present
  Steve Sorensen - Musician
  Idaho Falls, ID
• 08/2009 → Present
  Centerpoint Commercial Lending Inc.
  Idaho Falls, ID
• 01/2014 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 01/2014 → 12/2022
  Purshe Kaplan Sterling Investments
  Albany, NY
• 11/2010 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 12/2013 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI

Previous Registrations

• 2012-01-06 → 2013-12-31
  Transamerica Financial Advisors, Llc
  Idaho Falls, ID
• 2006-07-10 → 2012-01-06
  Investment Advisors International, Inc.
  Idaho Falls, ID
• 2006-02-02 → 2006-08-28
  Transamerica Financial Advisors, Llc
  Idaho Falls, ID

Other Businesses

[1] CENTERPOINT COMMERCIAL LENDING, INC.; YES-INVESTMENT RELATED; ADDRESS: 765 S. WOODRUFF AVENUE #2, IDAHO FALLS, ID 83401; NATURE: REALTOR; POSITION: COMMERCIAL LOAN OFFICER & PRESIDENT; STARTED: AUGUST 2009; APPROX. 2 HRS/MO DURING TRADING HOURS; APPROX. ZERO HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: S-CORP FOR PERSONAL FINANCES. [2] STEVE SORENSEN-MUSICIAN; NOT INVESTMENT RELATED; ADDRESS: 734 S. INDIO DRIVE, IDAHO FALLS, ID 83406; POSITION: SINGER/SONGWRITER, MUSICIAN-BAND MEMBER, MUSICIAN-ARTIST ; STARTED: DECEMBER 2012; APPROX. ZERO HRS/MONTH DURING TRADING HOURS; APPROX. VARIOUS HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: PERFORM MUSICCALLY AND SING AT SCHEDULED EVENTS. [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: 01.03.2014; APPROX. 20 HRS/MONTH DURING TRADING HOURS; APPROX. 8 HRS/MONTH OUTSIDE 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] 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: NOVEMBER 2012 AND APPROVED BY PKS FINANCIAL ON 12.23.2013; APPROX. 120 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 40 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. [5] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 01.25.2023; APPROX. 80 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-28
• S63 Uniform Securities Agent State Law Examination
  1995-11-20