DH
Dylan D. Healy
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CRD#: 7535228
DH
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.
Dylan D. Healy, who also goes by Dylan David H., Dylan David Healy, Dylan Healy, was a registered financial professional .
Dylan is a previously registered financial professional and started their career in finance in 2022. Dylan had worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Dylan David H. | Dylan David Healy | Dylan Healy
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[1] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE:01.11.2022; APPROX. 50 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 50 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. [2] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 01.27.2022; APPROX. 60 HRS/MONTH DURING TRADING HOURS; APPROX. 60 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF FIXED INSURANCE PRODUCTS FOR MULTIPLE PROVIDER COMPANIES TO PROSPECTIVE CLIENTS AND EXISTING CLIENTS WITH FOCUS ON SALE OF LIFE, LONG TERM CARE AND DISABILITY INSURANCE PRODUCTS AND FIXED ANNUITIES. [3] MARSHALL GATES FOUNDATION; NOT INVESTMENT RELATED; ADDRESS: 5170 SOUTH HIGHLAND DRIVE, SALT LAKE CITY, UT 84117; NATURE; FOUNDATION; POSITION: DIRECTOR OF OPERATIONS; STARTED: 06.01.2022 - PRESENT, SUMMER SEASONAL POSITION; APPROX. 30 HRS/MONTH DURING TRADING HOURS; APPROX. 150 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: ASSIST THE BASEBALL TEAM FOUNDATION WITH MANAGING GAMES, COACHING AND TRAVELING. [4] UNIVERSITY OF NORTHWESTERN OHIO; NOT INVESTMENT RELATED; ADDRESS: 1441 N. CABLE ROAD, LIMA, OHIO 45805; NATURE: UNIVERSITY SPORTS; POSITION: ASSISTANT BASEBALL COACH; STARTED: 09.01.2022; - PRESENT; APPROX. 30 HRS DURING TRADING HOURS; APPROX. 10 HRS OUTSIDE TRADING HOURS; RESPONSIBILITIES: RECRUIT ATHLETES, INSTRUCT BASEBALL PLAYERS AND OFFICE DUTIES.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
November 9, 2022 - July 20, 2023
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RIA
CRD#: 158292
LIMA, OH
Past
April 11, 2022 - October 21, 2022
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RIA
CRD#: 158292
LIMA, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GV
GLOBAL VIEW CAPITAL MANAGEMENT LLC
GLOBAL CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292 / SEC#: 801-72887
RIA
Registered Investment Advisory firm - (12/8/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Current Firm
GV
GLOBAL VIEW CAPITAL MANAGEMENT LLC
GLOBAL CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292 / SEC#: 801-72887
RIA
Registered Investment Advisory firm - (12/8/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188
Mailing Address
Phone number
(262) 650-1030
Established
Firm type
Fiscal year end
# of Employees
102
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
