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Advisor at GLOBAL VIEW CAPITAL MANAGEMENT LLC
WAUKESHA, WI | GRAPEVINE, 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 | Jul 20, 2026 | n/a | yes | GRAPEVINE, TX|WAUKESHA, WI | Current employment |
| GLOBAL VIEW CAPITAL MANAGEMENT LLC | Independent wealth | Oct 2, 2025 | Dec 9, 2025 | no | GRAPEVINE, TX|WAUKESHA, WI | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | May 19, 2025 | no | WESTLAKE, TX|GRAPEVINE, TX|BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | May 24, 2022 | Mar 31, 2025 | no | WESTLAKE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | GLOBAL VIEW CAPITAL MANAGEMENT LLC | May 19, 2025 | Oct 2, 2025 | 136 | Firm change | Ibd to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |