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N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-02-25 |
| TX | RA | APPROVED | 2025-02-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | New Orleans | LA | 11/2015 | 07/2017 |
| Charles Schwab Bank | New Orleans | LA | 11/2015 | 07/2017 |
| Newbridge Securities Corporation | Boca Raton | FL | 01/2019 | 01/2022 |
| Self-Employed | Boca Raton | FL | 07/2017 | 01/2019 |
| Generations Wealth | Boca Raton | FL | 01/2019 | 01/2022 |
| Self Employed | New Orleans | LA | 01/2022 | 08/2023 |
| Colorado Financial Service Corporation | Centennial | CO | 08/2023 | 06/2024 |
| Global View Capital Advisors, Llc | Waukesha | WI | 01/2025 | Present |
| Global View Capital Management, Llc | Waukesha | WI | 02/2025 | Present |
| Uber | San Francisco | CA | 01/2024 | Present |
| Texas Wholesale | Dallas | TX | 03/2025 | 12/2025 |
[1] UBER; NOT INVESTMENT RELATED; ADDRESS: 1725 THIRD STREET, SAN FRANCISCO, CA, 94158; NATURE: TRANSPORTATION: POSITION: DRIVER; STARTED: 01.08.2024; APPROX. 20 HRS/MO HOURS VARY; APPROX. ZERO HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: TRANSPORT-DRIVE CUSTOMERS/PASSENGERS TO ADDRESS OF DESTINATION. [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: 01.23.2025; APPROX. 40 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 40 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. [3] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 01.29.2025; APPROX.40 HRS/MONTH DURING TRADING HOURS; APPROX. 40 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-25 |
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