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RIA / WealthAdvisor13 years in industry

TERRY JOHN HASTINGS

Advisor at GLOBAL VIEW CAPITAL MANAGEMENT LLC

ADDISON, TX | WAUKESHA, WI

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Search this name across graphsid dfx:ria:26971d19-6469-d6ef-8763-cb2cbe52b5cf

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 26, 2013 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GLOBAL VIEW CAPITAL MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 25, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Mar 25, 2013
First registration: Mar 26, 2013
Dual registered: no
Other names: TERRY HASTINGS|TERRY JOHN HASTINGS|TERRY J HASTINGS
IAPD individual key: 6036234

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GLOBAL VIEW CAPITAL MANAGEMENT LLC	Independent wealth	Feb 12, 2025	n/a	yes	ADDISON, TX\|WAUKESHA, WI	Current employment
COLORADO FINANCIAL SERVICE CORPORATION	Former SEC adviser	Sep 6, 2023	Jun 17, 2024	no	CENTENNIAL, CO\|Plano, TX	Previous registration
GENERATIONS WEALTH PLANNING LLC	Former SEC adviser	Apr 1, 2019	Dec 31, 2021	no	SARASOTA, FL\|Boca Raton, FL	Previous registration
NFSG CORPORATION	Bd affiliated wealth	Mar 22, 2019	Mar 28, 2019	no	BOCA RATON, FL\|BOCA RATON, FL	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Dec 17, 2015	Jul 24, 2017	no	Metairie, LA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 26, 2013	Sep 29, 2015	no	MILL VALLEY, CA\|CORTE MADERA, CA\|SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COLORADO FINANCIAL SERVICE CORPORATION	GLOBAL VIEW CAPITAL MANAGEMENT LLC	Jun 17, 2024	Feb 12, 2025	240	Firm change	Other
GENERATIONS WEALTH PLANNING LLC	COLORADO FINANCIAL SERVICE CORPORATION	Dec 31, 2021	Sep 6, 2023	614	Firm change after gap	Other
NFSG CORPORATION	GENERATIONS WEALTH PLANNING LLC	Mar 28, 2019	Apr 1, 2019	4	Firm change	Ibd to RIA
CHARLES SCHWAB & CO., INC.	NFSG CORPORATION	Jul 24, 2017	Mar 22, 2019	606	Firm change after gap	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CHARLES SCHWAB & CO., INC.	Sep 29, 2015	Dec 17, 2015	79	Firm change	Wirehouse to ibd

Relationships

Registered with (6)

→ GLOBAL VIEW CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Feb 12, 2025 to presentfactForm ADV
→ COLORADO FINANCIAL SERVICE CORPORATIONRegistered adviserregistration: previous registration
Sep 6, 2023 to Jun 17, 2024factForm ADV
→ GENERATIONS WEALTH PLANNING LLCRegistered adviserregistration: previous registration
Apr 1, 2019 to Dec 31, 2021factForm ADV
→ NFSG CORPORATIONRegistered adviserregistration: previous registration
Mar 22, 2019 to Mar 28, 2019factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Dec 17, 2015 to Jul 24, 2017factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 26, 2013 to Sep 29, 2015factForm ADV

Dated events

Occurred
Jun 17, 2024
Advisor changed firm
Terry John Hastings left Colorado Financial Service Corporation for Global View Capital Management Llc (registered 2025-02-12)
Form ADVobserved 4 days ago