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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-26 |
| CA | RA | APPROVED | 2025-03-04 |
Branch Locations
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Mariposa, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global View Capital Management, Ltd. | Waukesha | WI | 05/2018 | 02/2019 |
| Mesa Fire Department | Mesa | AZ | 10/2015 | 05/2021 |
| Grand Canyon University | Phoenix | AZ | 01/2013 | 12/2017 |
| United Advisor Group Dba Flat Iron Wealth Management | Mariposa | CA | 01/2025 | Present |
| Mariposa County Sheriff's Office | Mariposa | CA | 06/2021 | Present |
1) Mariposa County Sheriff's Office; Not investment related.; Deputy Sheriff; 06/21 - Present.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-03 |
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