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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
FL RA APPROVED 2026-06-09
  • FL RA
    APPROVED
    Since 2026-06-09

Branch Locations

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

West Palm Beach, FL • 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 04/2026 Present
Global View Capital Management, Llc Waukesha WI 05/2026 Present
School District Of Palm Beach West Palm Beach FL 08/2004 Present
  • 04/2026 → Present
    Global View Capital Advisors, Llc
    Waukesha, WI
  • 05/2026 → Present
    Waukesha, WI
  • 08/2004 → Present
    School District Of Palm Beach
    West Palm Beach, FL
Other Businesses

[1] SCHOOL DISTRICT OF PALM BEACH; NOT INVESTMENT RELATED; ADDRRESS: 3300 FOREST HILL BOULEVARD, WEST PALM BEACH, FL 33406; NATURE: EDUCATION; POSTION: CAREER AND TECHNICAL EDUCATION ADMINSTRATOR; STARTED: 08.04.2004 - PRESENT; APPROX. 160 HRS/MPO DURING TRADING HOURS; APPROX. zero HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MANAGE AND OVERSEE CAREER TECHNICAL EDUCATION PROGRAMS IN THE AREAS OF INFORMATION TECHNOLOGY, ENGINEERING AND ARTIFICIAL INTELLIGENCE. [2] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 11.04.2024; APPROX. ZERO HRS/MONTH DURING TRADING HOURS; APPROX. 30 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] LAJ FINANCIAL GROUP; YES- INVESTMENT RELATED; ADDRESS: 3175 S. CONGRESS AVENUE, SUITE 106, PALM SPRINGS, FL 33461; NATURE: FINANCIAL AND INSURANCE SERVICES; POSITION; PRESIDENT: STARTED: 10.14.2025; APPROX. ZERO HRS/MO DURING TRADING HOURS; APPROX. 30 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE AND HEALTH INSURANCE PRODUCTS INCLUDING PROPERTY AND CASUALTY INSURANCE PRODUCTS, FIXED AND INDEXED ANNUITIES FOR MULTIPLE POROVIDER COMPANIES AND SERVICE CLIENTS. [4] 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:04.02.2026; APPROX. ZERO ADVISORY HRS DURING TRADING HOURS; APPROX. 60 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI. GVCI HOURS LISTED SEPARTELY, IF APPLICABLE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-21
  • S65 Uniform Investment Adviser Law Examination
    2026-03-21
Designations

View on SEC IAPD

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