Best Investors
Account
Sign in
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-01-24 |
Branch Locations
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188 • United States
765 S. Woodruff Avenue Suite 2, Idaho Falls, ID 83401-5286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global View Capital Advisors, Llc | Waukesha | WI | 10/2023 | Present |
| Global View Capital Insurance Services, Llc | Waukesha | WI | 12/2023 | Present |
| Global View Capital Management, Llc | Waukesha | WI | 01/2024 | Present |
| Camping World | Pocatello | ID | 06/2018 | Present |
| Camping World | Hamburg | NY | 06/2016 | 08/2017 |
| Buffalo State University | Buffalo | NY | 08/2016 | 05/2018 |
[1] CAMPING WORLD OF POCATELLO, ID; NOT INVESTMENT RELATED; ADDRESS: 3383 HAWTHORN ROAD, POCATELLO, ID 83201; NATURE: RECREATIONAL; POSITION: NOV 2020 TO CURRENT-WARRANTY MANAGER, POCATELLO, ID -- NOV 2018 TO NOV 2020-WARRANTY ADMIN/PARTS MANAGER, IDAHO FALLS, ID -- JUNE 2018 TO NOV 2018-DETAIL MANAGER, MERDIAN, ID; STARTED: JUNE 2018 TO PRESENT; APPROX. 43-44 HRS/MO OUTSIDE TRADING HOURS; APPROX. 133-134 HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: CURRENTLY PROCESS WARRANTY CLAIMS AND MANAGE WARRANTY ACCOUNTS RECEIVABLES. [2] 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: 10.31.2023; APPROX. 6 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 10 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. [3] 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: 12.05.2023; APPROX. 10 HRS/MONTH DURING TRADING HOURS; APPROX. 6 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-18 |
Reach out to this advisor