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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 | 2023-12-14 |
Branch Locations
511 East John Carpenter Freeway Suite 500, Irving, TX 75062 • United States
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Johns Creek | GA | 06/2001 | 07/2017 |
| Virtue Capital Management, Llc | Nashville | TN | 07/2017 | 09/2019 |
| Texas Elite Advisory, Llc | Dallas | TX | 10/2019 | 11/2023 |
| Texas Elite Benefits | Irving | TX | 07/2020 | Present |
| Global View Capital Management, Llc | Waukesha | WI | 12/2023 | Present |
| Global View Capital Advisors, Llc | Waukesha | WI | 11/2023 | Present |
| American Elite Advisory | Irving | TX | 01/2019 | 11/2023 |
| Advisor Resources Company | Coppell | TX | 12/2025 | Present |
[1] TEXAS ELITE BENEFITS; NOT INVESTMENT RELATED; ADDRESS: 511 EAST JOHN CARPENTER FREEWAY, SUITE 500, IRVING, TX 75062; NATURE: FINANCIAL (INSURANCE); POSITION: OWNER AND INSURANCE AGENT; STARTED: JULY 2020; APPORX. 80 HRS/MO; APPROX. 60 HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE INSURANCE AND FIXED AND INDEXED ANNUITIES. [2] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: FINANCIAL (INSURANCE IMO); POSITION: INSURANCE AGENT; STARTED: SEPTEMBER 2023; APPROX. 100 HRS/MONTH DURING TRADING HOURS; APPROX. 80 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS. [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: 11.17.2023; APPROX. 70 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 50 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. [4] UNITED FINANCIAL FREEDOM; NOT INVESTMENT RELATED; ADDRESS: 120 E 13065 S DRAPER, DRAPER, UT 84020; NATURE: FINANCIAL (DEBT RELIEF); POSTION: REFERAL AGENT; STARTED: 11.25.2023; APPROX, 15 HRS/MONTH; APPROX. 15 HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL DEBT RELIEF STRATEGIES. [5] ADVISOR RESOURCES COMPANY (ARC); YES-INVESTMENT RELATED; ADDRESS: 446 HOUSTON STREET, COPPELL, TX 75019; NATURE: FINANCIAL (INSURANCE IMO); POSITION: INSURANCE AGENT; STARTED: 12.01.2025; APPROX. 8 HRS/MO DURING TRADING HOURS; APPROX. ZERO HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET AND SELL LIFE INSURANCE PRODUCTS FOR VARIOUS PROVIDERS SUCH AS LINCOLN FINANCIAL, COREBRIDGE, ETC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-12 |
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