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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-14 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
55 Weston Road Suite 301, Weston, FL 33326 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Weston | FL | 05/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Weston | FL | 11/2016 | 07/2021 |
| Bolton Global Capital | Bolton | MA | 07/2021 | Present |
| Bolton Global Asset Management | Bolton | MA | 07/2021 | Present |
1))JOINT-OWNER OF THREE RENTAL PROPERTIES LOCATED IN MIRAMAR, FLORIDA. NOT INVESTMENT RELATEDL; 1 HOUR SPENT PER MONTH OUTSIDE TRADING HOURS; 0 HOURS DURING TRADING. START DATES: 01/2013, 07/2020, 01/2022. 2)OWNER OF ALPHA FINANCIAL ADVISORS LLC, ENTITY CREATED MARCH 2021 IN FLORIDA FOR RECEIVING PAYMENTS DERIVED FROM BROKERAGE AND INVESTMENT ADVISORY BUSINESSES. 1 HOUR SPENT PER MONTH OUTSIDE TRADING HOURS; 0 HOURS DURING TRADING HOURS. 3)REGISTERED WITH BOLTON SECURITIES CORPORATION AS AN INVESTMENT ADVISOR REPRESENTATIVE, PROVIDING INVESTMENT ADVISORY SERVICES AT BRANCH LOCATION. THIS ACTIVITY IS FELIX'S FULL-TIME JOB AND IS CONDUCTED ALONG WITH HIS SECURITIES BROKERAGE BUSINESS THROUGH BOLTON GLOBAL CAPITAL. ADVISORY LICENSED SINCE 2010.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-16 |
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