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N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
Branch Locations
Jacksonville, FL • 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 |
|---|---|---|---|---|
| Primerica Financial Services | Auburn Hills | MI | 12/2018 | 02/2022 |
| Pfs Investments Inc. | Auburn Hills | MI | 08/2021 | 02/2022 |
| General Motors | Milford | MI | 01/2013 | 08/2018 |
| Andre West, Self Employed-Real Estate | Kentwood | MI | 06/2016 | 11/2023 |
| Equity Services Inc | Montpelier | VT | 02/2022 | 12/2022 |
| National Life Group | Kentwood | MI | 02/2022 | 12/2022 |
| Global View Capital Advisors, Llc | Waukesha | WI | 10/2024 | Present |
| Global View Capital Management, Llc | Waukeha | WI | 12/2024 | Present |
| Experior Financial Group. Inc. | Cheektowago | NY | 01/2022 | Present |
[1] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 01.05.2022; 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 CLIENTS. [2] HOLLENBACHER INSURANCE; NOT INVESTMENT RELATED; ADDRESS: 7855AARGYLE FOREST BOULEVARD, SUITE 501, JACKSONVILLE, FL 32244; NATURE: INSURANCE; POSITION: INSURANCE AGENT-MEDICARE; STARTED: 10.01.2024; APPROX. 15 HRS/MO' APPROX. 10 HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL MEDICARE PRODUCTS. [3] 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: 10.09.2024; APPROX. 100 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 20 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-23 |
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