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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
CA RA APPROVED 2024-03-14
  • CA RA
    APPROVED
    Since 2024-03-14

Branch Locations

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

Norwalk, CA • 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
Transamerica Financial Advisors, Inc St. Petersburg FL 03/2018 03/2024
World Financial Group, Inc. (Wfg) Johns Creek GA 09/2017 03/2024
Body And Soul Hair Salon Long Beach CA 06/1997 Present
Maxcap Properties F/K/A Vitae Homes Signal Hill CA 09/2015 10/2017
Wfg Direct Torrance CA 08/2021 03/2024
Synergy Financial Torrance CA 07/2020 03/2024
Global View Capital Management, Llc Waukesha WI 03/2024 Present
Experior Financial Group Cheektowaga NY 12/2023 Present
Global View Capital Advisors, Llc Waukesha WI 12/2023 Present
  • 03/2018 → 03/2024
    Transamerica Financial Advisors, Inc
    St. Petersburg, FL
  • 09/2017 → 03/2024
    World Financial Group, Inc. (Wfg)
    Johns Creek, GA
  • 06/1997 → Present
    Body And Soul Hair Salon
    Long Beach, CA
  • 09/2015 → 10/2017
    Maxcap Properties F/K/A Vitae Homes
    Signal Hill, CA
  • 08/2021 → 03/2024
    Wfg Direct
    Torrance, CA
  • 07/2020 → 03/2024
    Synergy Financial
    Torrance, CA
  • 03/2024 → Present
    Waukesha, WI
  • 12/2023 → Present
    Experior Financial Group
    Cheektowaga, NY
  • 12/2023 → Present
    Global View Capital Advisors, Llc
    Waukesha, WI
Previous Registrations
Other Businesses

[1] BODY AND SOUL HAIR SALON; NOT INVESTMENT RELATED; ADDRESS: 423 LONG BEACH BOULEVARD, LONG BEACH, CA 90807; PH: 562.256.6737; NATURE: HAIR SERVICES; POSITION: OWNER-OPERATOR AND BARBER; STARTED: JUNE 1997; APPROX. 10-20 HRS/MO DURING TRADING HOURS; APPROX. 10 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: HAIR STYLING BARBER. [2] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 12.09.2023; APPROX. 25 HRS/MONTH DURING TRADING HOURS; APPROX. 25 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS AS WELL AS OFFERING PROVIDER LEGAL SERVICES FOR WILLS, TRUSTS, ETC. [3] 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: 12.18.2023; APPROX. 20 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. _80 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. MR. EDWARDS JR. IS NOT A GVCI AGENT. [4] LEGALSHIELD; NOT INVESTMENT RELATED; ADDRESS: ONE PREPAID WAY, ADA, OK 74820; NATURE: LEGAL SERVICES; POSITION: AGENT; STARTED: 03.05.2024; APPROX. 2 HRS/MO DURING TRADING HOURS; APPROX. 2 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET AND REFER CLIENTS FOR ESTATE PLANNING SERVICES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-14
S63 Uniform Securities Agent State Law Examination 2018-05-01
  • S65 Uniform Investment Adviser Law Examination
    2018-06-14
  • S63 Uniform Securities Agent State Law Examination
    2018-05-01
Other Names
  • Lawrence Edward

View on SEC IAPD

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