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Advisor at GLOBAL VIEW CAPITAL MANAGEMENT LLC
HOUSTON, TX | 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 | Mar 21, 2025 | n/a | yes | WAUKESHA, WI|HOUSTON, TX | Current employment |
| THE INSTITUTE | Independent wealth | Nov 15, 2024 | Apr 22, 2025 | no | DENVER, CO|The Woodlands, TX|Houston, TX | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Aug 3, 2023 | Nov 21, 2024 | no | HOUSTON, TX|The Woodlands, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE INSTITUTE | GLOBAL VIEW CAPITAL MANAGEMENT LLC | Apr 22, 2025 | Mar 21, 2025 | -32 | Firm change after gap | RIA to RIA |
| PARK AVENUE SECURITIES LLC | THE INSTITUTE | Nov 21, 2024 | Nov 15, 2024 | -6 | Firm change | Ibd to RIA |