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N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-30 |
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 |
|---|---|---|---|---|
| Primerica Financial Services | Grenn Bay | WI | 04/2024 | 03/2026 |
| Pfs Investments, Inc. | Green Bay | WI | 12/2024 | 03/2026 |
| C&M Power Washing Llc | Marinette | WI | 04/2021 | Present |
| Ferrell Gas | Marinette | WI | 11/2022 | 04/2023 |
| Marinette County Highway Department | Marinette | WI | 09/2020 | 09/2021 |
| Krueger & Steinfest Inc | Antigo | WI | 07/2019 | 08/2020 |
| Pickerel Fire & Rescue Squad | Pickerel | WI | 08/2019 | 08/2020 |
| Marquette County Health Department | Negaunee | MI | 06/2010 | 06/2019 |
| Negaunee Fire Department | Negaunee | MI | 06/2011 | 06/2019 |
| Modern Woodmen Of America | Rock Island | IL | 06/2026 | 07/2026 |
| Mwa Financial Services, Inc. | Rock Isl;And | IL | 06/2026 | 07/2026 |
| Global View Capital Management, Llc | Waukesha | WI | 07/2026 | Present |
| Global View Capital Advisors, Llc | Waukesha | WI | 07/2026 | Present |
[1] C&M POWER WASHING LLC; NOT INVESTMENT RELATED; ADDRESS: N2551 EDGEWOOD DRIVE, MARINETTE, WI 54143; NATURE: EXTERIOR WASHING SERVICES; POSITION: MANAGING MEMBER, OWNER AND OPERATOR; STARTED: 04.16.2021; APPROX.40 HRS/MO DURING TRADING HOURS; APPROX. 40 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, QUOTE, SCHEDULE AND INVOICE CUSTOMERS, AND MANAGE BUSINESS INCOME AND EXPENSES. [2] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 07.20.2026; APPROX. 10 HRS/MONTH DURING TRADING HOURS; APPROX. 10 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS. [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: 07.23.2026; 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 GVC INSURANCE SERVICES. GVCIS HOURS LISTED SEPARATELY IF APPLICABLE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-13 |
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