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Advisor at GLOBAL VIEW CAPITAL MANAGEMENT LLC
MARINETTE, WI | WAUKESHA, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GLOBAL VIEW CAPITAL MANAGEMENT LLC | Independent wealth | Jul 30, 2026 | n/a | yes | MARINETTE, WI|WAUKESHA, WI | Current employment |
| MWA FINANCIAL SERVICES, INC. | Bd affiliated wealth | Jul 7, 2026 | Jul 15, 2026 | no | Marinette, WI|MILWAUKEE, WI|Marinette, WI | Previous registration |
| PRIMERICA ADVISORS | National bd RIA | Jan 2, 2026 | Mar 5, 2026 | no | GREEN BAY, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MWA FINANCIAL SERVICES, INC. | GLOBAL VIEW CAPITAL MANAGEMENT LLC | Jul 15, 2026 | Jul 30, 2026 | 15 | Firm change | Ibd to RIA |
| PRIMERICA ADVISORS | MWA FINANCIAL SERVICES, INC. | Mar 5, 2026 | Jul 7, 2026 | 124 | Firm change | Ibd to ibd |