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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Weston | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Weston | FL | 11/2016 | 08/2021 |
| Bolton Global Asset Management | Bolton | MA | 08/2021 | Present |
| Bolton Global Capital | Bolton | MA | 08/2021 | Present |
1) Leonardo is also registered as an Investment Advisor Representative with Bolton Securities Corporation, an SEC licensed Investment Advisor, acting as an 'Financial Advisor' under 'Bolton Global Capital'. This represents Leonardo's full-time job and is balanced with his role as a Registered Representative. Conducted from Branch location. 2) Co-owner of ATA Advisors, LLC, an entity created March, 2021 in Florida to operate Bolton securities and investment advisory businesses. Not publicly advertised. Conducted from Branch location. Not investment related. Spends 2 hours at most outside business hours and 1 hour during business hours per month. 3) Co-owner of MFBH Investments, LLC, a real estate holding company established 2014 and modified January 2020. Entity established and operated in Florida, and owns residential properties located in Michigan. Not directly investment related. Does not spend time managing this entity. Not conducted from Branch location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-11 |
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