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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 | 2025-01-08 |
| TX | RA | APPROVED_RES | 2024-09-13 |
Branch Locations
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Jacksonville | FL | 10/2016 | 09/2022 |
| World Financial Group, Inc. | Jacksonville | FL | 02/2016 | 09/2022 |
| Landmark Middle School | Jacksonville | FL | 12/2014 | 07/2017 |
| St. Johns County Schools | Ponte Verde | FL | 08/2017 | 03/2019 |
| Duval County Schools Alfred I. Dupont Middle School | Jacksonville | FL | 03/2019 | 07/2020 |
| Heartland Institute Of Financial Education | Greenwood Village | CO | 06/2019 | 09/2022 |
| Debtmerica | Santa Ana | CA | 06/2019 | 03/2022 |
| College Loan Freedom | Henderson | NV | 06/2019 | 09/2022 |
| Net Law | Louisville | KY | 06/2019 | 09/2022 |
| Florida Virtual School | Orlando | FL | 09/2020 | 06/2024 |
| United American | Mckinney | TX | 01/2021 | 01/2024 |
| Health Plan Markets | Jacksonville | FL | 06/2021 | 06/2022 |
| Mma Group, Inc. (F/K/A Medicare Medicaid Advisors, Inc.) | Jacksonville | FL | 07/2022 | 02/2026 |
| Wealthwave | Jacksonville | FL | 01/2016 | 09/2022 |
| North Florida Real Estate Partners | Jacksonville | FL | 09/2022 | 03/2024 |
| Glp Investment Services, Llc | Farmington | MI | 01/2023 | 05/2024 |
| Valuteachers, Inc | Ponte Vedra Beach | FL | 10/2022 | 07/2024 |
| Asset Allocation Strategies, Llc | Farmington | MI | 01/2023 | 05/2024 |
| Global View Capital Advisors, Llc | Waukesha | WI | 06/2024 | Present |
| Global View Capital Management, Llc | Waukesha | WI | 09/2024 | Present |
| Rise N Shine Services, Llc | Jacksonville | FL | 02/2023 | Present |
| Florida Care Assurance Group | Jacksonville | FL | 02/2026 | Present |
[1] RISE N SHINE SERVICES, LLC; NOT INVESTMENT RELATED.; ADDRESS: 4408 SUN LILY COURT, JACKSONVILLE, FL 32257; NATURE: DBA FOR FINANCIAL/INSURANCE EDUCATION; POSITION: MANAGING MEMBER-OWNER. START DATE: 02.07.2023; PPROX. 40 HRS/MO DURING TRADING HOURS; APPROX. 10 HRS/MO OUTSIDE TRADING; RESPONSIBILITIES: FINANCIAL EDUCATION/SERVICES, FACEBOOK GROUP WITH CLASSES AND FINANCIAL EDUCATION TO EDUCATORS, SENIOR TAX FILING WITH IRA VOLUNTEER, INCOME TAX ASSISTANCE, REAL ESTATE EDUCATION, ASSISTING WITH FAFSA FORMS. [2] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: FEBRUARY 2024; APPROX. 40 HRS/MONTH DURING TRADING HOURS; APPROX. 10 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: 06.17.2024; APPROX. 10 ADVISORY HRS DURING TRADING HOURS; APPROX. 10 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI. GVCI HOURS LISTED SEPARTELY, IF APPLICABLE. [4] ABILITY TREE FIRST COAST; NOT INVESTMENT RELATED; ADDRESS: 6350 FL-16A, ST. AUGUSTINE, FL 32092; NATURE: NON-PROFIT ENTITY PROVIDING SERVICES TO DISABLED; POSITION: BOARD MEMBER: STARTED: 09.01.2025; APPROX. 5 HRS/MO DURING TRADING HOURS; APPROX. 10 HRS/MO OUTSIDE TRADING; RESPONSIBILITIES: APPROVE SPENDING AND ACCOUNTING RECORDS. [5] THE BOSSES TABLE; NOT INVESTMENT RELATED; ADDRESS: ONLINE DUVAL, JACKSONVILLE, FL; NATURE: NETWORKING ENTITY SUPPORTING BUSINESSES AND FAMILIES WELL BEING; POSITION: BOARD MEMBER: STARTED: 09.01.2025; APPROX. 2 HR/MO DURING TRADING HOURS; APPROX. ZERO HRS/MO OUTSIDE TRADING: RESPONSIBILITIES: SUPPORT ENTREPRENEURS IN MENTAL HEALTH AND GROWTH. [6] FLORIDA CARE ASSURANCE GROUP; NOT INVESTMENT RELATED; ADDRESS: 1225 W. BEAVER STREET #204A, JACKSONVILLE, FL 32204; NATURE: HEALTH CARE; POSITION: CARE TEAM MEMBER ADVOCATE AGENT; STARTED: 02.14.2026; APPROX. 20 HRS/MO DURING TRADING HOURS; APPROX. 20 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: CARE TEAM COMMUNITY ENGAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-22 |
| S65 | Uniform Investment Adviser Law Examination | 2021-02-27 |
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