Robert Jackson Taylor

Current Employers

Employment History

• 08/2012 → Present
  Rt Carolina, Llc
  Winston Salem, NC
• 06/2014 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 06/2014 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 05/2014 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 10/2020 → Present
  Marlo & Co. Realty
  Mocksville, NC

Previous Registrations

• 2012-01-06 → 2014-06-17
  Transamerica Financial Advisors, Llc
  Winston Salem, NC
• 2009-09-03 → 2012-01-06
  Investment Advisors International, Inc.
  Duluth, GA
  Winston Salem, NC

Other Businesses

[1] RT CAROLINA, LLC; NOT INVESTMENT RELATED; ADDRESS: 140 HAMPTON COURT, WINSTON SALEM, NC 27103; NATURE: PASS-THROUGH ENTITY UTILIZED FOR PURPOSES OF PAYING OFFICE EXPENDITURES; POSITION: MANAGING MEMBER; STARTED: AUGUST 2008; APPROX. 2-4 HRS/MONTH; APPROX. 2-4 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: PROCESS PAYROLL FOR ASSISTANTS, PAY VENDOR INVOICES FOR COPY MACHINES, LEASE AGREEMENTS AND PURCHASE GENERAL OFFICE SUPPLIES, MANAGE BUSINESS EXPENDITURES FOR SELF AND GVC TEAM MEMBERS FOR OFFICE SUPPLIES AND SOFTWARE USAGE. [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: 05-12-2014; APPROX. 172 ADVISORY HRS/MONTH; APPROX. 140 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] 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: 06-18-2014; APPROX. 172 HRS/MONTH; APPROX. 140 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: SELL FIXED INSURANCE PRODUCTS AND TERM LIFE INSURANCE. [4] ROBERT JACKSON TAYLOR, SELF EMPLOYED, NOT INVESTMENT RELATED, ADDRESS: 140 NEW HAMPTON COURT, WINSTON SALEM, NC 27103; NATURE: SELF-EMPLOYED NOTARY; POSITION: OWNER; STARTED: MARCH 2019; APPROX. 5 HRS/MONTH; APPROX. 5 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: SELF-EMPLOYED NOTARY PUBLIC FOR THE NORTH CAROLINA SECRETARY OF STATE AND NOTARIZES DOCUMENTS. [5] MARLO CO. & REALITY; NOT INVESTMENT RELATED; ADDRESS: 1201 WAGNER ROAD, MOCKSVILLE, NC 27028; NATURE: REAL ESTATE: POSITION: INDEPENDENT CONTRACTOR-REAL ESTATE AGENT; STARTED: 10-01-2020; APPROX. 5 HRS/MONTH DURING TRADING HOURS; APPROX. 5 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: RESIDENTIAL REAL ESTATE SALES. [6] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 02.14.2023; APPROX. 2 HRS/MONTH DURING TRADING HOURS; APPROX. 2 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. [7] EXCEL EMPIRE; NOT INVESTMENT RELATED; ADDRESS: 1555 PALM BEACH LAKES BOULEVARD, WEST PALM BEACH, FL 33401; NATURE: TAX SERVICE; POSITION: REFERRER; STARTED: 06.17.2025; APPROX. 1 HR/MO DURING TRADING HOURS; 1 HR/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: REFER EXCEL EMPIRE SERVICES TO INITIATE POTENTIAL PROSPECTS WITHIN THE BUSINESS INDUSTRY, ACT AS AN INTERMEDIARY FINDER FOR EXCEL EMPIRES SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-01
• S63 Uniform Securities Agent State Law Examination
  2001-10-29

Other Names

• Robert J. Taylor
• Robert Taylor
• Rob Taylor