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111 N. Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2019-06-27 |
Branch Locations
228 State Road 248 Suite 2A, Kamas, UT 84036 • United States
111 N. Orange Avenue Suite 1000, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hapco Inc. | South Jordan | UT | 03/1994 | 04/2021 |
| Turner Family Trust | South Jordan | UT | 06/2005 | 04/2021 |
| Tumbleweed Ii Llc | South Jordan | UT | 03/2002 | 06/2019 |
| Security National Mortage | Draper | UT | 05/2012 | 01/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2014 | 05/2018 |
| Global View Capital Insurance, Ltd. | Waukesha | WI | 02/2014 | 06/2019 |
| Global View Capital Managment, Ltd. | Waukesha | WI | 04/2016 | 06/2019 |
| Global View Capital Advisors, Ltd. | Waukesha | WI | 01/2014 | 06/2019 |
| International Assets Advisory, Llc | Kamas | UT | 06/2019 | Present |
| International Assets Investment Management, Llc | Kamas | UT | 06/2019 | Present |
1) GLOBAL ASSETS ADVISORY, LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - AFFILIATED REGISTERED INVESTMENT ADVISOR - IAR SINCE 11/2019 - APPROX 20 HRS/MO - FEE BASED COMPENSATION 2) HAPCO FINANCIAL GROUP TRUST 1998 PLEASANT VIEW LANE, KAMAS, UT 84036 - PRIVATE LABEL ENTITY FOR FINANCIAL AND REAL ESTATE BUSINESS - TRUSTEE SINCE 1/4/21 - APPROX 120 HRS/MO - SALARY 3) THE ALENE TRUST 1998 PLEASANT VIEW LANE, KAMAS, UT 84036 - TRUSTEE SINCE 01/01/2025 - APPROX 8 HRS/MO - NO COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-31 |
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