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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
IL RA APPROVED 2022-06-02
  • IL RA
    APPROVED
    Since 2022-06-02

Branch Locations

10 N. Martingale Road, Schaumburg, IL 60179 • United States

N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • 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 11/2018 Present
Global View Capital Insurance Services, Llc Waukesha WI 12/2018 Present
Adp, Llc (Adp = Automatic Data Processing) Elk Grove IL 08/2016 12/2022
Global View Capital Management, Llc Waukesha WI 06/2022 Present
Onestream Software Birmingham MI 05/2025 Present
  • 11/2018 → Present
    Global View Capital Advisors, Llc
    Waukesha, WI
  • 12/2018 → Present
    Global View Capital Insurance Services, Llc
    Waukesha, WI
  • 08/2016 → 12/2022
    Adp, Llc (Adp = Automatic Data Processing)
    Elk Grove, IL
  • 06/2022 → Present
    Waukesha, WI
  • 05/2025 → Present
    Onestream Software
    Birmingham, MI
Other Businesses

[1] 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: 11.29.2018 ; APPROX. 20 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. [2] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 12.28.2018; APPROX. 20 HRS/MONTH DURING TRADING HOURS; APPROX. 20 HRS/MONTH OUTSIDE TRADING HOURS; 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 AND FIXED ANNUITIES. [3] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 04.07.2023; APPROX. 20 HRS/MONTH DURING TRADING HOURS; APPROX. 40 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS. [4] ONESTREAM SOFTWARE; NOT INVESTMENT RELEATED; ADDRESS: 191 N. CHESTER STREET, BIRMINGHAM, MI 48009; NATURE: SOFTWARE SERVICES; POSITION: SR. CUSTOMER SUCCESS MANAGER; STARTED: 05.05.2025; APPROX. 160 HRS/MO DURING TRADING HOURS; APPROX. ZERO HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: PROVIDE FINANCIAL SOFTWARE FOR THE OFFICE OF THE CFO.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-20
  • S65 Uniform Investment Adviser Law Examination
    2022-05-20
Other Names
  • Ryan Jonathan Peca
  • Ryan Peca

View on SEC IAPD

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