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N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2014-01-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Global View Capital Management, Llc | Waukesha | WI | 01/2014 | Present |
| Global View Capital Insurance Services, Llc | Waukesha | WI | 11/2010 | Present |
| To Your Success Radio | Pewaukee | WI | 09/2012 | 01/2017 |
| Pay Hunter Logan | Elm Grove | WI | 02/2017 | Present |
| Global View Capital Advisors, Llc | Waukesha | WI | 05/2013 | Present |
| The Hunter Logan Group | Pewaukee | WI | 11/2013 | 01/2022 |
[1] 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: NOVEMBER 2010; APPROX. 60 HRS/MONTH; APPROX. 40 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. [2] 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: 05-06-2013; APPROX. 100 ADVISORY HRS/MONTH; APPROX. 80 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. [3] PAY HUNTER LOGAN; NOT INVESTMENT RELATED; ADDRESS: 850 ELM GROVE ROAD, ELM GROVE, WI 32122; NATURE: DEBT COLLECTION; AGENCY POSITION: OWNER AND INVESTOR; STARTED: 02.01.2017; APPROX. 10 HRS/MONTH; APPROX. ZERO HRS/MO DURING TRADING HOURS; RESPOSIBILITIES: EVALUATE DEBT PACKAGES TO PURCHASE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-24 |
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