DFX Intelligence

Data Factory

RIA / WealthAdvisor30 years in industry

STEVEN PAUL SORENSEN

Advisor at GLOBAL VIEW CAPITAL MANAGEMENT LLC

IDAHO FALLS, ID | WAUKESHA, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:90dd86c2-b564-ef8b-7a10-65da6ec21c59

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 2, 2006 to Sep 14, 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: Nov 20, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Nov 20, 1995
First registration: Feb 2, 2006
Dual registered: no
IAPD individual key: 2653539

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	Jan 7, 2014	n/a	yes	IDAHO FALLS, ID\|WAUKESHA, WI	Current employment
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jan 6, 2012	Dec 31, 2013	no	IDAHO FALLS, ID	Previous registration
INVESTMENT ADVISORS INTERNATIONAL, INC.	n/a	Jul 10, 2006	Jan 6, 2012	no	IDAHO FALLS, ID	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Feb 2, 2006	Aug 28, 2006	no	IDAHO FALLS, ID	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
TRANSAMERICA FINANCIAL ADVISORS, LLC	GLOBAL VIEW CAPITAL MANAGEMENT LLC	Dec 31, 2013	Jan 7, 2014	7	Firm change	Other
INVESTMENT ADVISORS INTERNATIONAL, INC.	TRANSAMERICA FINANCIAL ADVISORS, LLC	Jan 6, 2012	Jan 6, 2012	0	Bulk transfer	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	INVESTMENT ADVISORS INTERNATIONAL, INC.	Aug 28, 2006	Jul 10, 2006	-49	Bulk transfer	Other

Relationships

Registered with (3)

→ GLOBAL VIEW CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Jan 7, 2014 to presentfactForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 6, 2012 to Dec 31, 2013factForm ADV
→ INVESTMENT ADVISORS INTERNATIONAL, INC.Registered adviserregistration: previous registration
Jul 10, 2006 to Jan 6, 2012factForm ADV

Dated events

No dated event names this entity yet.