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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-15 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Ave Suite 1700, Miami, FL 33131 • United States
Doral, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credit Agricole Corporate & Investment Bank | Miami | FL | 08/2009 | Present |
| Credit Agricole Securities (Usa) Inc. | New York | NY | 02/2021 | 04/2021 |
| Bolton Global Capital | Bolton | MA | 04/2021 | Present |
1) OWNER AND PRESIDENT OF BLUE WINS CORP, ENTITY CREATED TO OPERATE SECURITIES AND INVESTMENT ADVISORY SERVICES. NOT DIRECTLY INVESTMENT RELATED. CONDUCTED FROM BRANCH LOCATION. NOT PUBLIC FACING. 2) IAR WITH BOLTON SECURITIES CORPORATION. INVESTMENT RELATED AND CONDUCTED FROM BRANCH LOCATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-18 |
| S65 | Uniform Investment Adviser Law Examination | 2008-07-09 |
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