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Reading the graph
Advisor at GLOBAL VIEW CAPITAL MANAGEMENT LLC
PARKER, CO | 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 | Oct 4, 2024 | n/a | yes | PARKER, CO|WAUKESHA, WI | Current employment |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Jan 26, 2015 | Sep 27, 2024 | no | Centennial, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL ADVISORS, LLC | GLOBAL VIEW CAPITAL MANAGEMENT LLC | Sep 27, 2024 | Oct 4, 2024 | 7 | Firm change | Ibd to RIA |