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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 | 2014-01-02 |
Branch Locations
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert G. Tilley Grandchildren Education Trust And Sub Trusts | Brookfield | WI | 02/1982 | 01/2021 |
| Michael J. Tilley, Cpa | Brookfield | WI | 02/1974 | Present |
| Global View Capital Management, Llc | Waukesha | WI | 01/2014 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2014 | 01/2019 |
| Global View Capital Advisors, Llc | Waukesha | WI | 05/2013 | Present |
| Global View Capital Insurance Services. Llc | Waukesha | WI | 11/2010 | Present |
[1] MICHAEL J. TILLEY, CPA, OWNER/SOLE PROPRIETOR, 21005 GEORGE HUNT CIRCLE, UNIT 1130, WAUKESHA, WI 53186, FEBRUARY 1974, TAX PREPARATION AND TAX PLANNING. [2] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC ("GVCI"), AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC ("GVCA"); YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: NOVEMBER 2010; APPROX.20 HRS/MONTH; APPROX. 10 HRS/MONTH DURING SECURITIES TRADING HOURS; RESPONSIBILITIES: SELL FIXED INSURANCE PRODUCTS AND TERM LIFE INSURANCE. [3] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC ("GVCM"); 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: 05-14-2013; APPROX. 100 ADVISORY HRS/MONTH; APPROX. 60 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-30 |
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