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Advisor at GLOBAL VIEW CAPITAL MANAGEMENT LLC
WAUKESHA, WI | AURORA, CO
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 | Dec 9, 2024 | n/a | yes | AURORA, CO|WAUKESHA, WI | Current employment |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Sep 13, 2023 | Nov 1, 2024 | no | Centennial, CO | Previous registration |
| CENTENNIAL INVESTMENT ADVISORS, INC. | n/a | Jan 21, 2008 | Oct 27, 2009 | no | CENTENNIAL, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL ADVISORS, LLC | GLOBAL VIEW CAPITAL MANAGEMENT LLC | Nov 1, 2024 | Dec 9, 2024 | 38 | Firm change | Ibd to RIA |
| CENTENNIAL INVESTMENT ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | Oct 27, 2009 | Sep 13, 2023 | 5,069 | Firm change after gap | Other |