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Advisor at GLOBAL VIEW CAPITAL MANAGEMENT LLC
IDAHO FALLS, ID | 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 | Nov 18, 2020 | n/a | yes | WAUKESHA, WI|IDAHO FALLS, ID | Current employment |
| ELE ADVISORY SERVICES, INC | Independent wealth | Jul 21, 2017 | Dec 31, 2018 | no | Ogden, UT|SOUTHFIELD, MI | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Jul 9, 2014 | Jul 31, 2015 | no | OGDEN, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ELE ADVISORY SERVICES, INC | GLOBAL VIEW CAPITAL MANAGEMENT LLC | Dec 31, 2018 | Nov 18, 2020 | 688 | Firm change after gap | RIA to RIA |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | ELE ADVISORY SERVICES, INC | Jul 31, 2015 | Jul 21, 2017 | 721 | Firm change after gap | Other |