Joshua Wright has been an investment adviser representative at Global View Capital Management since January 2014, and is not listed among the firm’s executive officers or direct owners.
Global View Capital Management LLC is a Waukesha, WI firm with $775M under management, 3,819 clients and 107 advisers across 6 offices, as of its August 2026 filing.
Joshua Wright’s longest registration is the current one, 12 years at Global View Capital Management since 2014. Before joining Global View Capital Management in 2014, Joshua Wright was registered through The Strategic Financial Alliance and Investment Advisors International, Inc.
- – present · 12 yearsPleasant Grove, UT · Adviser representative · Firm CRD 158292
- The Strategic Financial Alliance– · 3 yearsPleasant Grove, UT · Adviser representative · Firm CRD 126514
- Investment Advisors International, Inc.– · 2 yearsDraper, UT · Adviser representative · Firm CRD 139233
Investment adviser representative registrations
Joshua Wright is registered as an investment adviser representative in Utah, since January 2014.
- UtahSince 6 January 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 16 July 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 November 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 August 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Joshua Dean Wright
- CRD
- 4826237
- Firm
- Global View Capital Management · CRD 158292
- Office
- 233 SOUTH PLEASANT GROVE BOULEVARD, SUITE 102, Pleasant Grove, UT 84062
- Registration
- Investment adviser registration
- In the industry since
- August 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Joshua Wright work?
Joshua Wright is an investment adviser representative registered through Global View Capital Management LLC since January 2014, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Wright a financial advisor?
Yes. Joshua Wright has a current investment-adviser registration in Utah, through Global View Capital Management since January 2014.
How many years of experience does Joshua Wright have?
Joshua Wright has 18 years in the financial industry, since August 2008, across 3 adviser firms.
What exams has Joshua Wright passed?
Joshua Wright has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in August 2004. FINRA credited Joshua Wright with the SIE, which began in October 2018.
Where did Joshua Wright work before Global View Capital Management?
Before Global View Capital Management, Joshua Wright was registered through The Strategic Financial Alliance, November 2010 to December 2013; Investment Advisors International, Inc., August 2008 to November 2010.
Where is Joshua Wright based?
Joshua Wright’s registered office is in Pleasant Grove, UT.
Is Joshua Wright registered with FINRA?
No. Joshua Wright has no current broker registration.
How can I verify Joshua Wright’s record?
Search CRD 4826237 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Wright’s full registration record.
