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Advisor at GLOBAL VIEW CAPITAL MANAGEMENT LLC
WAUKESHA, WI | WINSTON SALEM, NC
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 18, 2014 | n/a | yes | WAUKESHA, WI|WINSTON SALEM, NC | Current employment |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Jan 6, 2012 | Jun 17, 2014 | no | WINSTON SALEM, NC | Previous registration |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | n/a | Sep 3, 2009 | Jan 6, 2012 | no | DULUTH, GA|WINSTON SALEM, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL ADVISORS, LLC | GLOBAL VIEW CAPITAL MANAGEMENT LLC | Jun 17, 2014 | Jul 18, 2014 | 31 | Firm change | Other |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | Jan 6, 2012 | Jan 6, 2012 | 0 | Bulk transfer | Other |