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Daniel Elias Hernandez

Global View Capital Management LLC

Puyallup, WA

Waukesha, WI

CRD 8329078

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Employer firm

Global View Capital Management LLC CRD 158292

$775M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • SUB-ADVISER TO OTHER ADVISERS & ADVICE TO PARTICIPANTS OF 401(K), 403B, 457 AND SIMPLE RETIREMENT PLANS

From the firm’s Form ADV. Read the guides:

Current Employers
Global View Capital Management Llc

N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-08-18
  • WA RA
    APPROVED
    Since 2026-08-18

Branch Locations

Puyallup, WA • 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 07/2026 Present
Global View Capital Management, Llc Waukesha WI 08/2026 Present
Spark (Walmart, Inc.) Bentonville AR 04/2026 Present
Roadie Puyallup WA 11/2025 04/2026
Universal Wealth Surprise AZ 09/2024 06/2026
Medstar Transportation Bothell WA 05/2024 02/2025
Providence St Peters Hospital Olympia WA 05/2022 05/2024
Vantage Financial Alliance Alpharetta GA 03/2024 09/2024
Jd & Co Jewelers Tacoma WA 10/2022 12/2022
Shipt Shopper Birmingham AL 12/2021 10/2022
Php Agency Dallas TX 08/2020 12/2021
Amazon Sumner WA 01/2020 08/2020
Unemployed - Homemaker Tacoma WA 01/2018 01/2020
Starbucks Tacoma WA 09/2015 01/2018
Elite Financial Freedom Frisco TX 05/2026 Present
Jar Insurance Services Cerritos CA 07/2026 Present
  • 07/2026 → Present
    Global View Capital Advisors, Llc
    Waukesha, WI
  • 08/2026 → Present
    Waukesha, WI
  • 04/2026 → Present
    Spark (Walmart, Inc.)
    Bentonville, AR
  • 11/2025 → 04/2026
    Roadie
    Puyallup, WA
  • 09/2024 → 06/2026
    Universal Wealth
    Surprise, AZ
  • 05/2024 → 02/2025
    Medstar Transportation
    Bothell, WA
  • 05/2022 → 05/2024
    Providence St Peters Hospital
    Olympia, WA
  • 03/2024 → 09/2024
    Vantage Financial Alliance
    Alpharetta, GA
  • 10/2022 → 12/2022
    Jd & Co Jewelers
    Tacoma, WA
  • 12/2021 → 10/2022
    Shipt Shopper
    Birmingham, AL
  • 08/2020 → 12/2021
    Php Agency
    Dallas, TX
  • 01/2020 → 08/2020
    Amazon
    Sumner, WA
  • 01/2018 → 01/2020
    Unemployed - Homemaker
    Tacoma, WA
  • 09/2015 → 01/2018
    Starbucks
    Tacoma, WA
  • 05/2026 → Present
    Elite Financial Freedom
    Frisco, TX
  • 07/2026 → Present
    Jar Insurance Services
    Cerritos, CA
Other Businesses

[1] SPARK (WALMART); NOT INVESTMENT RELATED; ADDRESS: 702 SW 8TH STREET, BENTONVILLE, AR 72716; NATURE: DELVIERY SERVICE; POSITION: SELF-EMPLOYED INDEPENDENT CONTRACTOR SPARK DRIVER; STARTED: 05.01.2026; APPROX. 264 HR/MO; APPROX. 40 HR/MO DURING TRADING HOURS; RESPONSIBILITIES: ACCEPT AND COMPLETE ON-DEMAND DELIVERY ORDERS USING A PERSONAL VEHICLE VIA THE SPARK DRIVER APP. [2] ELITE FINANCIAL FREEDOM; YES-INVESTMENT RELATED; ADDRESS: 6160 WARREN PARKWAY, SUITE 100, FRISCO, TX 75034; NATURE: INSURANCE; POSITION: INDEPENDENT INSURANCE AGENT; STARTED: 05.27.2026; APPROX. 40 HRS/MO; APPROX. 2 HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: MARKET, SELL AND SERVICE INSURANCE PRODUCTS (LIFE, HEALTH AND/OR ANNUITY, AS APPLICABLE) TO INDIVIDUAL AND BUSINESS CLIENTS AS AN INDEPENDENT CONTRACTOR AGENT AND HANDLE CLIENT CONSULTATIONS, POLICY APPLICATIONS, AND SERVICING. [3] JAR INSURANCE SERVICES; NOT INVESTMENT RELATED; ADDRESS: 17215 STUDEBAKER ROAD, SUITE 390, CERRITOS, CA 90703; NATURE: INSURANCE-MEDICARE AND HEALTH; STARTED: 07.15.2026; POSITION: INDEPENDENT AGENT/PRODUCER; APPROX. 20 HRS/MO; APPROX. ZERO HRS DURING TRADING HOURS; RESPONSIBILITIES: MARKET, SELL AND SERVICE MEDICARE ADVANTAGE, MEDICARE SUPPLEMENT, AND HEALTH INSURANCE POLICIES TO INDIVIDUAL CLIENTS AND HANDLE ENROLLMENT, PLAN COMPARISONS, AND CLIENT SERVICING. [4] 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: 07.17.2026; APPROX. ZERO ADVISORY HRS DURING TRADING HOURS; APPROX. 20 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI. GVCI HOURS LISTED SEPARTELY, IF APPLICABLE. [5] THE MONEY CIRCLE-RICK DOYLE; YES INVESTMENT RELATED: ADDRESS: 15333 HAYDEN ROAD #3337, SCOTTSDALE, AZ 85260; NATURE: MARKETING; POSITION: MARKETING CONSULTANT; STARTED: 05.01.2026; APPROX. 10 HRS/MO DURING TRADING HOURS; APPROX. 4 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: PROVIDE MARKETING TECHNOLOGY CONSULTING SERVICES FOR A MONTHLY RETAINER AMOUNT. SERVICES INCLUDE BUILDING AND MAINTAINING AN AUTOMATED MARKETING FUNNEL, MAINTAINING THE LEAD-CONVERSION WEBSITE AND TRACKING FUNNEL PERFORMANCE. REPORT ON PERFORMANCE METRICS WEEKLY. NO INVESTMENT ADVICE OR INTERACTION WITH CLIENTS ACCOUNTS ARE PART OF THIS WORK. [6] DANIEL HERNANDEZ PERSONAL EBAY RESELLER ACCOUNT; NOT INVESTMENT RELATED; ADDRESS: 18739 108TH AVENUE E, PUYALLUP, WA 98374; NATURE: MARKETING AND MERCHANDISE RESELL; POSITION: RESELLER; STARTED: 02.25.2017; APPROX. 1 HR/MO DURING TRADING HOURS; APPROX. 2 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: PERSONAL EBAY RESELLER ACCOUNT USED A FEW TIMES A YEAR TO RESELL CONSUMER RETAIL MERCHANDISE THAT IS FOUND AT CLEARANCE PRICE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-26
  • S65 Uniform Investment Adviser Law Examination
    2026-02-26
Other Names
  • Daniel E Hernandez
  • Daniel Hernandez
  • Dan Hernandez

View on SEC IAPD

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