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INVU
Investview Inc.

Common Stock

0.0105

0.00

0.00%

0.0103 / 0.0105 (15000 x 7865625)

Real-Time Best Bid & Ask: 05:00pm 07/11/2025
Delayed (15 Min) Trade Data: 12:00am 07/11/2025

Investview Inc.

521 Lancaster Avenue

2nd Floor

Haverford, PA 19041

Principal Executive Offices:

521 West Lancaster Avenue

2nd Floor

Haverford, PA 19041

Business Description
Investview, Inc., operates a diversified financial technology services company offering multiple business units across key sectors. These include a financial education division offering tools, content, and research through a global network of independent distributors; a manufacturing division focused on proprietary aesthetics, health, nutrition, & cognitive wellness products for wholesale and retail markets, with strategic plans for global expansion; an early-stage online trading platform that intends to offer self-directed retail brokerage services; and a business unit that owns and operates a sustainable and cost-effective blockchain business focused on bitcoin mining and transaction valid ...
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Financial Reporting
Reporting Status
U.S. Reporting: SEC Reporting
Audited Financials
Audited
Latest Report
CIK
0000862651
Fiscal Year End
12/31
Company Officers & Contacts
Victor M Oviedo
CEO

Victor M. Oviedo has served for the past 4 years as co-founder and Managing Partner for StageLight Group, a strategic capital and advisory firm which provides strategic capital to early and growth-stage companies. Previously, he was a Partner at SkyBridge Capital and Global Head of Business Development & Strategy where he was directly responsible for the firm's growth, international expansion, new business development and brand strategy initiatives. Prior to joining SkyBridge, Mr. Oviedo was a Senior Consultant within Oliver Wyman's capital markets division where he focused on international acquisitions and growth strategies for major financial institutions. In addition, he was a Manager of Strategic Growth for Kozmo - venture capital funded start-up. He began his career as an investment banker at Donaldson, Lufkin & Jenrette (DLJ) within the media & communications team. Mr. Oviedo received an MBA in Finance & Entrepreneurship from the Wharton School at the University of Pennsylvania and a MA in Advance International Studies from the Paul H. Nitze School of Advanced International Studies (SAIS) at Johns Hopkins University. He also graduated with honors with a BSFS in International Economics from the Edmund A. Walsh School of Foreign Service at Georgetown University. We believe Mr. Oviedo is qualified to serve as a director based on his role as our Chief Executive Officer and his extensive management experience in the financial industry.

James R Bell
President, COO

James Bell, 57, specializes in financial management with more than 30 years of experience in the capital markets. As co-founder and chief executive officer of MPower Trading Systems, Mr. Bell is responsible for charting the company's business course and overseeing all principal functions of the firm, including corporate strategy and deployment of initiatives, product, and partnerships. Mr. Bell has been at the forefront of online trading since its infancy. Prior to co-founding MPower in 2004, Mr. Bell served as managing director of trading development of thinkorswim-TD Ameritrade, Inc. from 2002-2011, where he led the company's product and technology team to develop client digital content. Mr. Bell is co-founder and managing partner of ShadowTrader Technologies, which provides real-time digital financial research and education content to TD Ameritrade, Inc. (2004-present). Prior to MPower, Mr. Bell also co-founded B/C Interactive Trading Technologies in 2001, which was ultimately sold to MPower in 2004. Prior to B/C, Mr. Bell served as SVP of Janney Montgomery Scott, and before that position, with Morgan Stanley. Mr. Bell studied economics and business management at Frostburg State University. Mr. Bell holds multiple business accreditations and securities licenses, including FINRA Series 7, FINRA Series 55, and FINRA Series 63.

Ralph R. Valvano
CFO

Mr. Valvano, 54, has prior experience including the positions of Acting CFO for a private equity firm on behalf of Tatum Executive Services, Investment Banking services at RRV Consulting, CFO/COO of J.C. Flowers Asset Management, part of a $15 billion-dollar private equity firm, Financial and Operations Principal (FinOp) of J.C. Flowers Securities, a FINRA registered broker-dealer, and CFO of Flowers National Bank NA. Prior to that, Mr. Valvano held various roles at JPMorganChase and ended his tenure as the Global Investment Bank Management Controller. Mr. Valvano began his career as a financial services auditor for PricewaterhouseCoopers.

Jayme McWidener
Chief Accounting Officer

Ms. McWidener earned her bachelor's degree and Masters of Business Administration from Drake University and became an auditor for Cahaba GBA in 2001 before joining HJ & Associates, LLC ("HJ") in January 2004 as an audit staff member. She obtained her CPA license in 2007 and worked at HJ focusing on auditing SEC reporting companies, eventually being promoted to an audit senior and audit manager before she became a partner at HJ in January 2014. Ms. McWidener spent just over 2 years as a partner with HJ and with its successor, Haynie & Company. In April of 2016 she established Mac Accounting Group, LLP, specializing in PCAOB audits for SEC reporting companies and AICPA audits for private companies in a variety of industries.

Lauren W. Taylor
Other, General Counsel

Board of Directors
James R Bell
Audit Committee Member, Nominating Committee Member

James Bell, 57, specializes in financial management with more than 30 years of experience in the capital markets. As co-founder and chief executive officer of MPower Trading Systems, Mr. Bell is responsible for charting the company's business course and overseeing all principal functions of the firm, including corporate strategy and deployment of initiatives, product, and partnerships. Mr. Bell has been at the forefront of online trading since its infancy. Prior to co-founding MPower in 2004, Mr. Bell served as managing director of trading development of thinkorswim-TD Ameritrade, Inc. from 2002-2011, where he led the company's product and technology team to develop client digital content. Mr. Bell is co-founder and managing partner of ShadowTrader Technologies, which provides real-time digital financial research and education content to TD Ameritrade, Inc. (2004-present). Prior to MPower, Mr. Bell also co-founded B/C Interactive Trading Technologies in 2001, which was ultimately sold to MPower in 2004. Prior to B/C, Mr. Bell served as SVP of Janney Montgomery Scott, and before that position, with Morgan Stanley. Mr. Bell studied economics and business management at Frostburg State University. Mr. Bell holds multiple business accreditations and securities licenses, including FINRA Series 7, FINRA Series 55, and FINRA Series 63.

Victor M Oviedo
CEO

Victor M. Oviedo has served for the past 4 years as co-founder and Managing Partner for StageLight Group, a strategic capital and advisory firm which provides strategic capital to early and growth-stage companies. Previously, he was a Partner at SkyBridge Capital and Global Head of Business Development & Strategy where he was directly responsible for the firm's growth, international expansion, new business development and brand strategy initiatives. Prior to joining SkyBridge, Mr. Oviedo was a Senior Consultant within Oliver Wyman's capital markets division where he focused on international acquisitions and growth strategies for major financial institutions. In addition, he was a Manager of Strategic Growth for Kozmo - venture capital funded start-up. He began his career as an investment banker at Donaldson, Lufkin & Jenrette (DLJ) within the media & communications team. Mr. Oviedo received an MBA in Finance & Entrepreneurship from the Wharton School at the University of Pennsylvania and a MA in Advance International Studies from the Paul H. Nitze School of Advanced International Studies (SAIS) at Johns Hopkins University. He also graduated with honors with a BSFS in International Economics from the Edmund A. Walsh School of Foreign Service at Georgetown University. We believe Mr. Oviedo is qualified to serve as a director based on his role as our Chief Executive Officer and his extensive management experience in the financial industry.

David Rothrock
Independent Director, Audit Committee Member, Nominating Committee Member

David B. Rothrock, 58, has extensive executive management, board, and operational expertise in the automobile industry, fintech, financial services, residential and commercial real estate, property management, corporate financing, private equity, utility technology, environmental remediation services, insurance, wine retail operations and distribution, and wealth management. Mr. Rothrock is the chief executive officer of DBR Capital, LLC. Through his key roles as president and chief executive officer of DBR Capital LLC, MPower Trading Systems, Cedar Crest Partners G.P. LLC, and Rothrock Motors Sales, Inc. (a group of franchised automobile dealerships), which collectively generate over $150 million in annual sales revenue. Mr. Rothrock is an active board member of charitable organizations that support breast cancer research and women's health and fitness as well as the arts and theater in Lehigh Valley, PA. Mr. Rothrock has a B.S. in Business Management graduating Magna Cum Laude from Widener University, and holds a J.D. from the New York Law School with Bar admittance to New York, New Jersey, and Pennsylvania.

Other Company Insiders
Joseph Hagan
Brian McMullen
Other Company Insiders are all persons or entities beneficially owning 10% or more of any class of the issuer's securities. Together, officers, directors and other company insiders comprise Company Insiders.
Service Providers
Accounting/Auditing Firm
M&K CPAS, PLLC

363 N. Sam Houston Parkway E.

Suite 650

Houston, TX 77060

Securities Counsel
Fox Rothschild LLP

Princeton Pike Corporate Center

997 Lenox Drive

Lawrenceville, NJ 08648-2311

Profile Data
SIC - Industry Classification
7389 - Business services, misc
Incorporation Information
NV, US, 2005
Employees
40 as of 01/31/2025
Shell
No
Products and Services

Investview, Inc., operates a diversified financial technology services company offering multiple business units across key sectors. These include a financial education division offering tools, content, and research through a global network of independent distributors; a manufacturing division focused on proprietary aesthetics, health, nutrition, & cognitive wellness products for wholesale and retail markets, with strategic plans for global expansion; an early-stage online trading platform that intends to offer self-directed retail brokerage services; and a business unit that owns and operates a sustainable and cost-effective blockchain business focused on bitcoin mining and transaction validation.

Company Facilities

All of our operating locations are leased.

Company Notes
INVUP: Sponsored by B. Riley Securities, Inc. for OTCQX U.S. on August 30th, 2021.
Formerly=Global Investor Services, Inc. until 4-2012
Formerly=TheRetirementSolution.com, Inc. until 10-2008
Formerly=Voxpath Holdings, Inc. until 9-06
Formerly=Uintah Mountain Copper Co. until 12-05. Jurisdiction of Incorporation Nevada changed to Delaware concurrent with name change. Prior to name change, Unitah Moutain Copper Co. acquired Voxpath Networks, Inc. Basis: 0.1275 sh Unitah Moutain Copper Co. Com for each sh Voxpath Networks, Inc. Com held
Note=5-03 company is in the development stage
OTCQB Venture Market Logo
Joined OTCQB 10/2017
The Company Profile data was verified by the issuer within the previous 6 months.
This security is not a Penny Stock as defined in SEC Rule 240.3a51-1.
The company’s transfer agent has verified its outstanding shares directly to OTC Markets.
Securities
Other Investview Inc. Securities
Daily Advancers
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