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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-06-24 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Avenue Suite 1700, Miami, FL 33131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bolton Global Capital | Bolton | MA | 05/2016 | Present |
| Bolton Global Asset Management | Bolton | MA | 05/2016 | Present |
1) INVESTMENT ADVISOR REPRESENTATIVE WITH BOLTON GLOBAL ASSET MANAGEEMENT, PROVIDING INVESTMENT ADVISORY SERVICES. DOING BUSINESS AS PRIVATE WEALTH ADVISORS, INC. AND ACTING AS PRESIDENT. INVESTMENT RELATED. CONDUCTED FROM BRANCH LOCATION. SPENDS LESS TIME AS IAR THAN AS RR. BEGAN UPON ASSOCIATION WITH CURRENT FIRM. APPROVED FOR PROVIDING ADVISORY SERVICES ON BANCO SABADELL PLATFORM. 2) FIXED INSURANCE SALES CONDUCTED UNDER PERSONAL NAME. INVESTMENT RELATED AND CONDUCTED FROM BRANCH LOCATION. WRITES 2 TO 4 INSURANCE POLICIES PER YEAR. BECAME LICENSED 02/2003. 3) OWNER AND OPERATOR OF S-CORP, PRIVATE WEALTH ADVISORS, INC., ENTITY RESPONSIBLE FOR PAYING BRANCH EXPENSES. CONDUCTED FROM BRANCH LOCATION. 4) REPRESENTATIVE HAS AGREEMENT IN PLACE WITH SABADELL BANK (BANCO DE SABADELL), MIAMI, FL, FOR REFERRING CLIENTS FOR BANKING AND CREDIT SERVICES. CONDUCTED FROM BRANCH LOCATION AND NOT INVESTMENT RELATED. AGREEMENT EXECUTED 08/26/2019.. SPENDS MINIMAL TIME ON ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-20 |
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