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N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-25 |
| TX | RA | APPROVED | 2024-01-11 |
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 | 01/2023 | Present |
| Global View Capital Management, Llc | Waukesha | WI | 01/2024 | Present |
| Global View Capital Insurance Services, Llc | Waukesha | WI | 04/2023 | Present |
| Hippurus Consultants, Llc | Saint Petersburg | FL | 12/2002 | Present |
| Agfa Health Care Corporation | Greenville | SC | 03/2020 | 05/2020 |
| Paul Pryor Travel Bags, Inc. | Largo | FL | 01/2018 | 02/2020 |
| Ngage-Us, Llc | Greensboro | NC | 02/2016 | 01/2018 |
[1] HIPPURUS CONSULTING, LLC; YES INVESTMENT RELATED; ADDRESS: 575 TALLASSEE DRIVE NE, SAINT PETERSBURG, FL 33702; POSITION: MANAGER AND MEMBER; STARTED: 12.17.2002; APPROX. 10 HRS/MO OUTSIDE TRADING HOURS; APPROX. ZERO HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: PASS-THROUGH ENTITY FOR BUSINESS EXPENDITURES, MARKET AND SELL INSURANCE AND ADVISORY SERVICES. [2] YELLOW DOG TRADING COMPANY, LLC; NOT INVESTMENT RELATED; ADDRESS: 575 TALLAHASSEE DRIVE NE, SAINT PETERSBURG, FL 33702; NATURE: NOVELTY GIFTS; MANAGER AND MEMBER; STARTED: 01.07.2021; APPROX. ZERO HRS/MO OUTSIDE TRADING HOURS; APPROX. ZERO HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: MARKET, SELL AND DESIGN. [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: 01.30.2023; APPROX. 120 ADVISORY HRS DURING TRADING HOURS; APPROX. 100 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI. GVCI HOURS LISTED SEPARTELY, IF APPLICABLE. [4] 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: 11.22.2023; APPROX. 15 HRS/MONTH OUTSIDE TRADING HOURS; APPROX. 2 HRS/MONTH DURING 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. [5] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 02.07.2023; APPROX. 35 HRS/MONTH DURING TRADING HOURS; APPROX. 4 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-06 |
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