Rudy Lee Garcia

Current Employers

Employment History

• 04/2006 → Present
  Rivanna Woods Associates, Llc.
  Fork Union, VA
• 09/2015 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 06/2015 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 06/2015 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 10/2022 → Present
  Unum Life
  Fork Union, VA

Previous Registrations

• 2009-10-22 → 2015-09-08
  Hbw Advisory Services Llc
  Simi Valley, CA
  Fork Union, VA

Other Businesses

[1] RIVANNA WOODS ASSOCIATES, LLC.; NO; 802 RIVANNA WOODS DRIVE, FORK UNION, VA 23055; REAL ESTATE, BUSINESS CONSULTING AND TAX PREPARATION AND PLANNING; APRIL 2006-PRESENT; OWNER AND DIRECTOR; APPROX. 15-20 HRS/MO; APPROX. 15-20 HRS/MO DURING TRADING HRS; RESPONSIBILITIES: REAL ESTATE BROKERAGE & BUSINESS CONSULTING SERVICES AND ALSO TAX PREPARATION & TAX PLANNING. [2] GLOBAL VIEW CAPITAL ADVISORS, LLC (GVCA), AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES; HQ ADDR: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; INDEPENDENT CONTRACTOR; AFFILIATION DATE: 06-09-2015; APPROX. 120 ADVISORY HRS/MO; APPROX. 90 ADVISORY HRS/MO DURING TRADING HRS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. [3] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC, AN AFFILIATE OF GVCA; YES; N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; INSURANCE; INSURANCE AGENT; STARTED: JUNE 2015; APPROX. 40 HRS/MO; APPROX. 25 HRS/MO DURING TRADING HRS; 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. [4] PREVENT CHILD ABUSE VIRGINIA DBA FAMILIES FORWARD; NOT INVESTMENT RELATED; 8100 THREE CHOPT ROAD, SUITE 350, RICHMOND, VA, 23229; NON-PROFIT; 04/2012-PRESENT; CO-CHAIR BOARD OF DIRECTORS; TIME SPENT, APPROX. LESS THAN 10 HRS/MO; APPROX. ZERO HRS/MO DURING TRADING HS; RESPONSIBILITIES: REVIEW AND APPROVE PLANS, POLICIES AND PROCEDURES FOR THE NON-PROFIT ENTITY. [5] FLUVANNA LEADERSHIP DEVELOPMENT PROGRAM; NO; 5725 JAMES MADISON HIGHWAY, UNION FORD, VA, 23055; COMMUNITY LEADERSHIP TRAINING CONSORTIUM; 04/2013-PRESENT; CO-CHAIR STEERING COMMITTEE; APPROX. 0-15 HRS/MO; APPROX. 0-10 HRS/MO DURING TRADING HRS; RESPONSIBILITIES: REVIEW AND APPROVE PLANS, POLICIES AND PROCEDURES. [6] ROTARY CLUB OF FLUVANNA COUNTY; NO; 265 TURKEYSAG TRAIL, SUITE 102, NUMBER 128, PALMYRA, VA, 22963; COMMUNITY SERVICE ORGANIZATION; 11/2013-PRESENT; EXECUTIVE SECRETARY/FOUNDATION CHAIR; APPROX. 10-25 HRS/MO; APPROX. 0-5 HRS/MO DURING TRADING HRS; RESPONSIBILITIES: PERFORM COMMUNITY OUTREACH. IDENTIFY COMMUNITY SERVICE OPPORTUNITIES. INTERACT WITH LOCAL COMMUNITY BUSINESS LEADERS. SOLICIT AND APPROVE COMMUNITY GRANTS. [7] COR FLUVANNA; NO; 94 FAIRVIEW LANE, PALMYRA, VA 22963; COMMUNITY ORGANIZING COMMITTEE; 12/2016-PRESENT; CO-CHAIR STEERING COMMITTEE; APPROX. 10-15 HRS/MO; APPROX. ZERO HRS/MO DURING TRADING HRS; RESPONSIBILITIES: IDENTIFY, TRAIN AND RECRUIT LOCAL COMMUNITY MEMBERS TO PARTICIPATE IN POLITICAL PROCESS. PROVIDE NON-MATERIAL SUPPORT OF CANDIDATES, INCLUDING PROVIDING CONNECTIONS TO RESOURCES WHO CAN ASSIST THEM. [8] UNUM LIFE; NO; 802 RIVANNA WOODS DRIVE, FORK UNION, VA 23055; 10.28.2022-PRESENT; APPROX. 4 HRS/MO; APPROX. ZERO HRS/MO DURING TRADING HRS; REPSONSIBILITIES: SOLICIT, EDUCATE AND SELL GROUP LIFE INSURANCE. [8] MIDLAND NATIONAL AGENT; YES; 802 RIVANNA WOODS DRIVE, FORK UNION, VA 23055; INSURANCE SERVICES; 01.01.2026; INSURANCE AGENT-SALES; APPROX. 5 HRS/MO DURING TRADING; APPROX. 5 HRS/MO OUTSIDE TRADING; RESPONSIBILITIES: MARKETING AND SALES OF TAX PLANNING AND LONG TERM CARE ALTERATIVES NOT CURRENTLY AVAILALBLE VIA GVCIS, EXPERIOR OR QUANTUM.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-08-18
• S63 Uniform Securities Agent State Law Examination
  2008-09-10

Other Names

• Rudy L. Garcia
• Rudy Garcia