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900 Larkspur Landing Circle Suite 100, Larkspur, CA 94939 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-07 |
Branch Locations
5199 E. Pacific Coast Highway Suite 204, Long Beach, CA 90804 • United States
900 Larkspur Landing Circle Suite 100, Larkspur, CA 94939 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rancho Santiago Community College School District | Santa Ana | CA | 03/2003 | Present |
| Joe Fierro, Sole Proprietor, Self-Employed | Antheim | CA | 01/2010 | Present |
| Global View Capital Management, Llc | Waukesha | WI | 11/2016 | 04/2026 |
| Global View Capital Insurance Services, Llc | Waukesha | WI | 10/2016 | 04/2026 |
| Global View Captial Advisors, Llc | Waukesha | WI | 10/2016 | 04/2026 |
| Mount Tamalpais Asset Management, Llc | Long Beach | CA | 08/2026 | Present |
[1] JOE FIERRO, SOLE PROPRIETOR SELF-EMPLOYED; NOT INVESTMENT RELATED; ADDRESS: 2425 W. RAMM DRIVE, ANAHEIM, CA 92804; NATURE: MUSIC; POSITION: MUSIC ARRANGER, MUSICIAN PERFORMER; STARTED: JANUARY 2010; APPROX. 14 HRS/MONTH; APPROX. 4 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: ARRANGE AND PERFORM MUSIC IN VARIOUS INDOOR AND OUTDOOR SETTINGS. [2] RANCHO SANTIAGO COMMUNITY COLLEGE SCHOOL DISTRICT; NOT INVESTMENT RELATED; ADDRESS: 2323 N. BROADWAY, SANTA ANA, CA 92706; NATURE: MUSIC; POSITION: MUSIC INSTRUCTOR; STARTED: MARCH 2003; APPROX. 48 HRS/MONTH; APPROX. 36 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: TEACH MUSIC CLASSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-04 |
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