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N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-12 |
Branch Locations
9504 N Interstate 35 Suite 208, San Antonio, TX 78233 • United States
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 |
|---|---|---|---|---|
| Farmers Insurance Group | San Antonio | TX | 12/2014 | 06/2019 |
| Farmer Financial Solutions Llc | San Antonio | TX | 01/2015 | 06/2019 |
| Cetera Advisors | Denver | CO | 06/2019 | 10/2020 |
| Jmj Estate Holdings, Llc | San Antonio | TX | 03/2018 | Present |
| Innovation Partners Llc | Charlotte | NC | 10/2020 | 02/2022 |
| Ip Financial Advisory Services Llc | Charlotte | NC | 10/2020 | 02/2022 |
| Transamerica Financial Advisors, Inc | Cedar Rapids | IA | 02/2022 | 03/2025 |
| World Financial Group, Inc. | Cedar Rapids | IA | 12/2021 | 03/2025 |
| Jamie Johnson Insurance Agency | San Antonio | TX | 01/2015 | Present |
| Business Networking International | San Antonio | TX | 06/2015 | Present |
| Global View Capital Advisors, Llc | Waukesha | WI | 03/2025 | Present |
| Global View Capital Management, Llc | Waukesha | WI | 03/2025 | Present |
[1] JAMIE JOHNSON INSURANCE AGENCY; NOT INVESTMENT RELATED; ADDRRESS: 9504 N INTERSTATE 35, SUITE 208, SAN ANTONIO, TX 78233; NATURE: INSURANCE; POSITION: INSURANCE AGENT-PRINCIPAL AGENT AND MANAGING MEMBER; STARTED: 01.01.2015; APPROX. 176 HRS/MO; APPROX. 176 HRS DURING TRADING HOURS; RESPONSIBILITIES: SELLING AND SUPERVISING AGENTS SELLING PROPERTY AND CASUALTY INSURANCE. [2] JMJ ESTATE HOLDINGS, LLC; NOT INVESTMENT RELATED; ADDRESS: /9504 N. INTERSTATE 35, SUITE 208, SAN ANTONIO, TX 78233; NATURE: REAL ESTATE: POSITION: MANAGING MEMBER: STARTED: 03.27.2018;APPROX. 10 HRS/MO; APPROX. 10 HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: COORDINATE WITH CONTRACTORS TO REHABILITATE PROPERTIES 2/YEAR AND ANSWER CALLS FROM THE PROPERTY MANAGER. [3] BUSINESS NETWORKING INTERNATIONAL; NOT INVESTMENT RELATED; ADDRESS: 14250 SAN PEDRO AVENUE, SAN ANTONIO, TX 78232; NATURE: BUSINESS NETWORKING ORGANIZATION; POSITION: TREASURER; STARTED: 06.15.2015 - MEMEBER/ OCTOBER 2022 - TREASURER; APPROX. 8 HRS/MO; APPROX. 8 HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: AS TREASURER FOR THE LOCAL BNI SUCCESSFUL ENTREPRENEURS, WRITE 1-2 CHECKS PER MONTH TO PAY FOR LUNCHEON AND MUSIC, COLLECT QUARTERLY DUES FROM MEMBERS AND COORDINATE ORGANIZATIONAL NEEDS. [4] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: FEBRUARY 2025; APPROX. 20 HRS/MONTH DURING TRADING HOURS; APPROX. 20 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS. [5] 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: 03.06.2025; APPROX. 10 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 20 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-17 |
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