Best Investors
Account
Sign in
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-03-28 |
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 | 03/2022 | Present |
| Global View Capital Advisors, Llc | Waukesha | WI | 10/2021 | Present |
| Global View Capital Insurance Services, Llc | Waukesha | WI | 11/2021 | Present |
| Far Away Music, Llc | Palmyra | VA | 01/2010 | Present |
[1] FAR AWAY MUSIC, LLC; NOT INVESTMENT RELATED; ADDRESS: 34 XEBEC ROAD, PALMYRA, VA 22963; NATURE: ENTERTAINMENT; POSITION: OWNER AND MUSICAL PERFORMER; STARTED: 01.01.2010 - PRESENT; APPROX. 5 HRS/MONTH DURING TRADING HOURS; APPROX. 40 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: OWNER AND MUSICAL PERFORMER, PROMOTION, NEWSLETTERS, UPDATE WEBSITE, WRITE CONTRACTS FOR PRIVATE EVENTS, EXPAND AND LEARN NEW SONGS TO PERFORM. [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; GVCA AFFILIATION DATE: 10.21.2022; APPROX. 100 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 20 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] 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: 11.22.2021; APPROX. 12 HRS/MONTH DURING TRADING HOURS; APPROX. 5 HRS/MONTH OUTSIDE 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 AND FIXED ANNUITIES. [4] RIVANNA WOOD FINANCIAL TAX SERVICES; NOT INVESTMENT RELATED; ADDRESS: 265 TURKEYSAG TRAIL #101 SUITE 114B, PALMYRA, VA 22963; NATURE: TAX SERVICE; POSTION: TAX PREPARER; STARTED: 01.05.2025; APPROX. 20 HRS/MO DURING TRADING HOURS; APPROX. 15 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: COLLECT TAX INFORMATION, INPUT THE TAX INFORMATION INTO THE FORMS, ENSURE ACCURACY AND DUE DILLIGENCE WITH TAX SYSTEM/IRS, CONSULT ON TAX STRATEGIES, IF NEEDED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-03 |
Reach out to this advisor