Gregory T. Kohlmann
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gregory Thomas Kohlmann, who also goes by Greg Kohlmann, Gregory T. Kohlmann, Gregory Kohlmann, was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 1999. Gregory had worked at 8 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 2, 2014 - March 1, 2022
GLOBAL VIEW CAPITAL MANAGEMENT LLC
November 9, 2010 - December 31, 2013
THE STRATEGIC FINANCIAL ALLIANCE, INC.
December 17, 2008 - November 8, 2010
INVESTMENT ADVISORS INTERNATIONAL, INC.
November 12, 2008 - September 28, 2010
WORLD GROUP SECURITIES, INC.
July 9, 2004 - September 15, 2008
PACKERLAND BROKERAGE SERVICES, INC.
April 9, 2002 - November 23, 2005
VOIT & COMPANY, LLC
February 11, 2002 - July 9, 2004
SII INVESTMENTS, INC.
June 25, 1999 - February 12, 2002
FSC SECURITIES CORPORATION
Primary Firm SEC Registration
GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292 / SEC#: 801-72887
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292 / SEC#: 801-72887
Contact information
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,570 |
| AUM (Assets Under Management) | $ 707,976,833 |
Red Flags
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