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Advisor at GLOBAL VIEW CAPITAL MANAGEMENT LLC
WAUKESHA, WI | KATY, 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 28, 2025 | n/a | yes | KATY, TX|WAUKESHA, WI | Current employment |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Jan 6, 2012 | Aug 26, 2024 | no | Houston, TX | Previous registration |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | n/a | Jul 16, 2008 | Jan 6, 2012 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL ADVISORS, LLC | GLOBAL VIEW CAPITAL MANAGEMENT LLC | Aug 26, 2024 | Mar 28, 2025 | 214 | Firm change | Ibd to RIA |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | Jan 6, 2012 | Jan 6, 2012 | 0 | Bulk transfer | Other |