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Current Employers
Global View Capital Management Llc

N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-20
NC RA APPROVED 2024-10-02
  • TX RA
    APPROVED
    Since 2025-10-20
  • NC RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2024 → Present
    Global View Capital Advisors, Llc
    Waukesha, WI
  • 05/2024 → Present
    Global View Capital Insurance Services, Llc
    Waukesha, WI
  • 10/2024 → Present
    Waukesha, WI
  • 09/2020 → Present
    Greensboro Fire Department
    Greensboro, NC
  • 06/2019 → 09/2020
    Shop Rite
    Newton, NJ
  • 09/2015 → 05/2019
    Grove City College
    Grove City, PA
  • 05/2023 → Present
    White Oak Benefits
    East Bend, NC
Other Businesses

[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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-11
  • S65 Uniform Investment Adviser Law Examination
    2024-09-11
Other Names
  • Jeffrey D. Lukawski
  • Jeffrey Lukawski
  • Jeff Lukawski

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