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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-09-10 |
Branch Locations
2665 S. Moorland Rd Suite 212, New Berlin, WI 53151 • United States
390 Diablo Rd Suite 100, Danville, CA 94526 • 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 |
|---|---|---|---|---|
| Global View Capital Management, Llc | Waukesha | WI | 01/2014 | 07/2023 |
| Global View Capital Insurance Services, Llc | Waukesha | WA | 11/2010 | 07/2023 |
| Global View Captial Advisors, Llc | Waukesha | WI | 06/2013 | 07/2023 |
| Scf Investment Advisors, Inc. | San Diego | CA | 07/2023 | 10/2024 |
| Encompass More Asset Management Llc | Danville | CA | 09/2024 | Present |
LICENSED INDEPENDENT INSURANCE AGENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-07-28 |
| S65 | Uniform Investment Adviser Law Examination | 2008-07-11 |
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