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N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2014-02-10 |
Branch Locations
765 S. Woodruff Avenue Suite 2, Idaho Falls, ID 83401 • United States
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 |
|---|---|---|---|---|
| Convergys | Pocatello | ID | 06/2004 | 05/2018 |
| Condie Family Farm, Llc | Grace | ID | 09/2008 | Present |
| Global View Capital Management, Llc | Idaho Falls | ID | 01/2014 | Present |
| Global View Capital Insurance Services, Llc | Waukesha | WI | 03/2018 | Present |
| Global View Capital Advisors, Llc | Waukesha | WI | 01/2014 | Present |
| Hirning Buick Gmc | Pocatello | ID | 05/2018 | Present |
| Convergys | Pocatello | ID | 01/2023 | Present |
[1] CONDIE FAMILY FARM, LLC; NOT INVESTMENT RELATED; 43 MCPHERSON CANYON ROAD, GRACE, ID 83241; NATURE: FARM; POSITION: SON OF THE FARM OWNER AND HELPS WITH FARM CHORES; STARTED: GREW UP ON LIFE LONG FAMILY FARM BUSINESS; APPROX. 1-2 HRS/MONTH; APPROX. ZERO HRS/ MONTH DURING TRADING HOURS; RESPONSIBILITIES: OCCASIONALLY HELPS WITH FARM CHORES SUCH AS PLOW FIELDS, PLANT, HARVEST AND OTHER FARMING TASKS. [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: 01-06-2014; APPROX. 10 ADVISORY HRS/MONTH; APPROX. 5 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: 03-01-2018; APPROX. 10 HRS/MONT; APPROX. 5 HRS/MONTH DURING 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. [4] HIRNING BUICK GMC; NOT INVESTMENT RELATED; ADDRESS: 509 YELLOWSTONE AVENUE, POCATELLO, ID 83201; NATURE: AUTOMOBILE; STARTED: MAY 2018; APPROX. 174 HRS/MONTH; APPROX. 125 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: SELL AUTOMOBILES AND SERVICE CUSTOMERS. [5] CONVERGYS; NOT INVESTMENT RELATED; ADDRESS: 805 NORTH MAIN STREET, POCATELLO, ID 83204; NATURE: TELEVISION SERVICES; POSITION: CALL CENTER CUSTOMER SERVICE REPRESENTATIVE; STARTED: JUNE 2004; APPROX. 175-180 HRS/MONTH; APPROX. 150-160 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: ASSIST CUSTOMERS WITH TROUBLE SHOOTING, TECHNICHAL SUPPORT AND RESOLUTIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-30 |
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