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Advisor at GLOBAL VIEW CAPITAL MANAGEMENT LLC
JACKSONVILLE, FL | 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 | Sep 13, 2024 | n/a | yes | WAUKESHA, WI|JACKSONVILLE, FL | Current employment |
| ASSET ALLOCATION STRATEGIES, LLC | Independent wealth | Apr 30, 2023 | May 30, 2024 | no | JACKSONVILLE, FL|FARMINGTON, MI | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Mar 1, 2021 | Oct 5, 2022 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ASSET ALLOCATION STRATEGIES, LLC | GLOBAL VIEW CAPITAL MANAGEMENT LLC | May 30, 2024 | Sep 13, 2024 | 106 | Firm change | RIA to RIA |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | ASSET ALLOCATION STRATEGIES, LLC | Oct 5, 2022 | Apr 30, 2023 | 207 | Firm change | Ibd to RIA |