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N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-20 |
| NC | RA | APPROVED | 2024-10-02 |
Branch Locations
301 North Main Street 24Th Floor - Suite 2443, Winston Salem, NC 27101-3885 • 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 |
|---|---|---|---|---|
| Global View Capital Advisors, Llc | Waukesha | WI | 04/2024 | Present |
| Global View Capital Insurance Services, Llc | Waukesha | WI | 05/2024 | Present |
| Global View Capital Management, Llc | Waukesha | WI | 10/2024 | Present |
| Greensboro Fire Department | Greensboro | NC | 09/2020 | Present |
| Shop Rite | Newton | NJ | 06/2019 | 09/2020 |
| Grove City College | Grove City | PA | 09/2015 | 05/2019 |
| White Oak Benefits | East Bend | NC | 05/2023 | Present |
[1] GREENSBORO FIRE DEPARTMENT; NOT-INVESTEMENT RELATED; 1510 N. CHURCH STREET, GREENSBORO, NC 27405; FIRST REPSONDER-HOSPITALITY; FIREFIGHTER; STARTED: 09.01.2020; APPROX. 240 HRS/MO; APPROX. 65 HRS/MO DURING TRADING HOURS; FIRE RELATED ACTIVITIES INCLUDING FIRE SUPPRESSION AND PREVENTION. [2] WHITE OAK BENEFITS; NOT-INVESTMENT RELATED; 6146A AQUILLA CREED ROAD, EAST BEND, NC 27018; MEDICARE; MEDICARE AGENT; STARTED: 05.22.2023; APPROX. 5 HRS/MO; APPROX. 5 HRS/MO OUTSIDE TRADING HOURS; MARKET, EDUCATE AND SELL MEDICARE ADVANTAGE PLANS AND REVIEW POLICIES ALREADY IN FORCE. [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: 04.22.2024; APPROX. 130 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 100 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. [4] 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: 05.06.2024; APPROX. 50 HRS/MONTH; APPROX. 30 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 AND FIXED ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-11 |
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