Company: INVUP
Filing Date: 2025-03-28
Form Type: 10-K
Source: 0001641172-25-001193
Chunk: 340

Company: Investview, Inc.
Filing Date: 2025-03-28
Form: 10-K
Item: Item 9A
Chunk 340
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as our Acting Chief Executive Officer. Previously, as co-founder and chief executive officer of MPower Trading Systems, LCC, a
fintech firm, Mr. Bell was responsible for 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 passive investor of Shadow Trader Technologies, which provides real-time digital financial research and education content to TD
Ameritrade/Charles Schwab (2004-December 31, 2023). 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 previously held securities licenses, including FINRA Series 7, FINRA Series 55, and FINRA
Series 63. Mr. Bell was appointed to the Board at the request of DBR Capital, LLC, pursuant to the terms of a Voting Agreement
between DBR Capital and certain key holders of our common stock dated April 27, 2020, and amended November 9, 2020. We believe Mr.
Bell is qualified to serve as a director due to his extensive experience in financial management and operations.

35

Ralph
R. Valvano has over 26 years of global finance and transformation experience in the financial services industry. Mr. Valvano has
served as our Chief Financial Officer since June 2021. Mr. Valvano’s prior experience included the positions of CFO/COO of J.C.
Flowers Asset Management, part of a $15 billion-dollar private equity firm, Financial Operations and 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 JPMorgan
Chase &