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.

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

Sep 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Nov 10, 2021

First registration

Nov 17, 2021

Dual registered

no

Other names

JONATHAN MICHAEL RIESCH|JONATHAN RIESCH

IAPD individual key

7406357

• Occurred

  Mar 26, 2024
  Advisor changed firm

  Jonathan M. Riesch left Fidelity Personal And Workplace Advisors for Global View Capital Management Llc (registered 2024-06-03)

  Form ADVobserved 4 days ago
• Occurred

  Sep 6, 2022
  Advisor changed firm

  Jonathan M. Riesch left Equitable Advisors, Llc for Fidelity Personal And Workplace Advisors (registered 2022-12-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ffc35280-abf8-bcea-e62c-4b68112852a9

First observed

Nov 17, 2021

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.