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Advisor at GLOBAL VIEW CAPITAL MANAGEMENT LLC
WAUKESHA, WI | SAN ANTONIO, TX
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 | Mar 12, 2025 | n/a | yes | SAN ANTONIO, TX|WAUKESHA, WI | Current employment |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Feb 11, 2022 | Mar 13, 2025 | no | San Antonio, TX | Previous registration |
| IP FINANCIAL ADVISORY SERVICES LLC | Independent wealth | Nov 18, 2020 | Feb 1, 2022 | no | San Antonio, TX|CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL ADVISORS, LLC | GLOBAL VIEW CAPITAL MANAGEMENT LLC | Mar 13, 2025 | Mar 12, 2025 | -1 | Firm change | Ibd to RIA |
| IP FINANCIAL ADVISORY SERVICES LLC | TRANSAMERICA FINANCIAL ADVISORS, LLC | Feb 1, 2022 | Feb 11, 2022 | 10 | Firm change | Ibd to ibd |