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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 | 2023-10-11 |
| UT | RA | APPROVED | 2022-10-18 |
Branch Locations
233 South Pleasant Grove Boulevard Suite 102, Pleasant Grove, UT 84062 • 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 |
|---|---|---|---|---|
| Global View Capital Advisors, Llc | Waukesha | WI | 05/2022 | Present |
| Global View Capital Insurance Services, Llc | Waukesha | UT | 06/2022 | Present |
| Global View Capital Man Agement, Llc | Waukesha | WI | 10/2022 | Present |
| Tile Traditions | Centerville | UT | 01/2013 | 02/2026 |
| Flooring America | Bringham City | UT | 03/2026 | Present |
[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:05.19.2022; APPROX. 100 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: 06.14.2022; APPROX. 100 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: 03.03.2023; APPROX. 5 HRS/MONTH DURING TRADING HOURS; APPROX. 5 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE INSURANCE CLIENTS. [4] FLOORING AMERICA; NOT INVESTMENT RELEATED; ADDRESS: 868 SOUTH MAIN STREET, BRIGHAM CITY, UT 84302; NATURE; FLOORING; POSITION: FLOORING SALES AND MANAGER; STARTED: 03.02.2026; APPROX. 100 HRS/MO DURING TRADING HOURS; APPROX. 40 HR/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: OPERATE FLOORING SALES AND PROVIDE ESTIMATES FOR RESIDENTIAL AND COMMERCIAL CUSTOMERS TO ELEVATE PROJECTS AND PROVIDE PRODUCT RECOMMENDATIONS (INCLUDING CARPET, TILE, LAMINATE AND LUXURY VINYL PLANK), AND PREPARE INSTALLATION BIDS AND COORDINATE WITH INSTALLERS AND SUPPLIERS TO FACILITATE PROJECT COMPLETION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-30 |
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