David Michael Tonaszuck

Current Employers

Employment History

• 02/2008 → 09/2018
  Lpl Financial
  Boston, MA
• 09/2018 → 09/2019
  Whitridge Associates / Contractor For State Street Corp.
  Boston, MA
• 09/2019 → 10/2025
  Simspace Corporation
  Boston, MA
• 01/2020 → 12/2025
  Trend Recon, Llc
  Duxbury, MA
• 11/2025 → 01/2026
  New York Life Insurance Company
  Bridgewater, MA
• 09/2025 → 02/2026
  Nylife Securities Llc
  Bridgewater, MA
• 02/2026 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 04/2026 → Present
  Global View Capital Management, Llc
  Waukesha, WI

Previous Registrations

• 2015-09-04 → 2018-09-20
  Lpl Financial Llc
  Boston, MA

Other Businesses

[1] LIVE THE EUCHARIST INC.; NOT INVESTMENT RELATED; ADDRESS: 25 MARGINAL ROAD, DUXBURY, MA 02332; NATURE: RADIO TALK SHOW; POSITION: MANAGER-RELIGIOUS TALK SHOW HOST-PUBLIC SPEAKER-AUTHOR; STARTED: MAY 2025; APPROX. 1ZERO HRS/MO DURING TRADING HOURS; APPROX. 10 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MANAGE AND SPEAK ON A CATHOLIC RELIGIOUS BLOG THE REFLECTION ON THE DAILY NEW TESTATMENT BIBLE GOSPEL READINGS, PROVIDE FELLOWSHIP AND PRAYER FOR CHRISTIANS. [2] OAK AND SHIELD WEALTH MANAGEMENT, LLC; YES-INVESTMENT RELATED; ADDRESS: 1026 PLAIN STREET, SUITE 1, MARSHFIELD, MA 02050; NATURE: BOOK PUBLISHING; POSITION: MANAGING MEMBER AND AUTHOR: STARTED: 02.15.2026; APPROX. 5 HRS/MO DURING TRADING HOURS; APPROX. 5 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: BOOK IN DEVELOPMENT: INVESTEMENT STRATEGY - SECTOR ROTATION PORTFOLIOS. BOOK TO BE FINISHED DURING THE SUMMER OF 2026, ALSO USES THIS ENTITY FOR MARKETING FINANCIAL SERVICES PRODUCTS OFFERED THROUGH 3RD PARTY FINANCIAL COMPANIES. [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: 02.19.2026; APPROX. 10 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 10 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVC INSURANCE SERVICES. GVCIS HOURS LISTED SEPARATELY IF APPLICABLE. [4] THE QUANTUM GROUP, USA, LLC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 18700 N. HAYDEN ROAD, SUITE 310, SCOTTSDALE, AZ 85255; NATURE: INSURANCE; POSITION: INDEPENDENT INSURANCE AGENT; STARTED: 04.15.2026; APPROX. 5 HRS/MONTH DURING TRADING HOURS; APPROX. 5 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS. [5] SYMMETRY FINANCIAL GROUP; YES-INVESTMENT RELATED; ADDRESS: 204 WHITSON AVENUE, SWANNANOA, NC 28778; NATURE: INSURANCE: POSITION: INDEPENDENT INSURANCE AGENT; STARTED: 04.15.2026; APPROX. 5 HRS.MO DURING TRADING HOURS; APPROX. 5 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: ANNUITY AND INSURANCE SALES AND LTC SALES. [6] ADVISORSHARE: YES-INVESTMENT RELATED; ADDRESS: 10240 E CHERRY BEND ROAD, TRAVERSE CITY, MI 49684; NATURE: INSURANCE; POSTION: INDEPEDENT INSURANCE AGENT; STARTED: 04.15.2026; APPROX. 15 HRS/MO DURING TRADING HOURS; APPROX. 5 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: ANNUITY AND INSURANCE SALES AND LTC SALES. 1050 [7] COMMONWEALTH OF MASSACHUSSETTES-SOUTH SHORE CHAMBER OR COMMERCE; NOT INVESTMENT RELATED; ADDRESS: 1050 HINGHAM STREET, ROCKLAND, MA 02370; NATURE: COMMUNITY ORGANIZATION; POSTION: MEMBER; STARTED: 04.15.2026; APPROX. ZERO HRS/MO DURING TRADING HOURS; APPROX. 3 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: NETWORK WITH OTHER BUSINESS OWNERS IN PERSON, AT EVENTS, VIA RADIO AND ONLINE.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-01-08
• S65 Uniform Investment Adviser Law Examination
  2023-02-06
• S66 Uniform Combined State Law Examination
  2014-08-15

Other Names

• David M. Tonaszuck
• David Tonaszuck