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N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-16 |
| UT | RA | APPROVED | 2014-01-03 |
Branch Locations
233 South Pleasant Grove Boulevard Suite 102, Pleasant Grove, UT 84062 • United States
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott-N-Wayne | Highland | UT | 12/2000 | 10/2018 |
| One-Exchange (F/K/A/ Extend Health, Inc.) | South Jordan | UT | 10/2009 | 10/2018 |
| Audio Systems Group Inc. | Taylorsville | UT | 11/1993 | 12/2025 |
| Global View Capital Management, Llc | Waukesha | WI | 01/2014 | Present |
| Global View Capital Insurance Services, Llc | Waukesha | WI | 12/2013 | Present |
| Global View Capital Advisors, Llc | Waukesha | WI | 05/2013 | Present |
| Agent Boost Marketing | Sandy | UT | 10/2018 | 10/2018 |
| Robar Solutions, Llc | Pleasant Grove | UT | 06/2019 | Present |
| Robar Soutions | Pleasant Grove | UT | 10/2018 | 06/2019 |
| College Funding Solutions, Inc. | Salem | OR | 06/2020 | Present |
[1] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE: 05-13-2013; APPROX. 40 ADVISORY HRS/MONTH; APPROX. 29 ADVISORY HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. [2] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE: POSITION: INSURANCE AGENT; STARTED: 12-20-2013; APPROX. 40 HRS/MONTH; APPROX. 29 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF FIXED INSURANCE PRODUCTS FOR MULTIPLE PROVIDER COMPANIES TO PROSPECTIVE CLIENTS AND EXISTING CLIENTS WITH FOCUS ON SALE OF LIFE, LONG TERM CARE AND DISABILITY INSURANCE PRODUCTS. [3] ROBAR SOLUTIONS, LLC SINCE 06-10-2019 (F/K/A ROBAR SOLUTIONS FROM 10-15-2018 TO 06-09-2019); NOT INVESTMENT RELATED; ADDRESS: 233 S. PLEASANT GROVE BOULEVARD, SUITE 102, PLEASANT GROVE, UT 84062; NATURE: INSURANCE; POSITION: INDEPENDENT INSURANCE AGENT; STARTED: 06-10-2019; APPROX. 50 HRS/MONTH; APPROX. 10 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKET AND SELL INSURANCE PRODUCTS TO SENIOR CITIZENS FOR MEDICARE, DENTAL, VISION, HEARING, STROKE, HOME HEALTH CARE AND FINAL EXPENSE THROUGH KELLOGG INSURANCE MARKETING, INC. AND AGENT BOOST MARKETING. [4] COLLEGE FUNDING SOLUTIONS, INC.; NOT INVESTMENT RELATED; ADDRESS: 4676 COMMERCIAL STREET SE #466, SALEM, OR 97302-1902; NATURE: COLLEGE PLANNING; POSITION: CERTIFIED COLLEGE ADVISOR "CCA"; STARTED: 06-03-2020; APPROX. 10 HRS/MONTH DURING TRADING HOURS; APPROX. 30 HR/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: ASSIST HIGH SCHOOL STUDENTS AND THEIR FAMILIES WITH PREPARING AND PAYING FOR COLLEGE EDUCATION. [5] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 01.23.2023; APPROX. 40 HRS/MONTH DURING TRADING HOURS; APPROX. 20 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE INSURANCE CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-25 |
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