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Advisor at GLOBAL VIEW CAPITAL MANAGEMENT LLC
SURPRISE, AZ | 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 | Jul 7, 2026 | n/a | yes | SURPRISE, AZ|WAUKESHA, WI | Current employment |
| UNIVERSAL WEALTH MANAGEMENT LLC | State registered | Feb 6, 2026 | Aug 4, 2026 | no | SURPRISE, AZ | Previous registration |
| USAA INVESTMENT SERVICES COMPANY | No RAUM reported | Jan 8, 2018 | Dec 19, 2018 | no | SAN ANTONIO, TX | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Oct 6, 2015 | Jan 8, 2018 | no | Phoenix, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNIVERSAL WEALTH MANAGEMENT LLC | GLOBAL VIEW CAPITAL MANAGEMENT LLC | Aug 4, 2026 | Jul 7, 2026 | -28 | Firm change | Other |
| USAA INVESTMENT SERVICES COMPANY | UNIVERSAL WEALTH MANAGEMENT LLC | Dec 19, 2018 | Feb 6, 2026 | 2,606 | Firm change after gap | Ibd to state RIA |
| USAA FINANCIAL PLANNING SERVICES | USAA INVESTMENT SERVICES COMPANY | Jan 8, 2018 | Jan 8, 2018 | 0 | Bulk transfer | Other |