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Global View Capital Management LLC CRD 158292
$775M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-18 |
Branch Locations
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 | 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 |
[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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-26 |
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