Sofia Bucay

Current Employers

Employment History

• 02/2002 → 10/2018
  Investment Placement Group
  San Diego, CA
• 03/2010 → 10/2018
  Ipg Investment Advisors, Llc
  San Diego, CA
• 10/2018 → 04/2025
  Portfolio Resources Group, Inc.
  Miami, FL
• 10/2018 → 04/2025
  Lifeinvest Wealth Management, Ltd
  San Diego, CA
• 03/2025 → Present
  Bolton Global Capital
  Bolton, MA
• 03/2025 → Present
  Bolton Global Asset Management
  Bolton, MA

Previous Registrations

• 2018-10-02 → 2025-03-25
  Lifeinvest Wealth Management, Ltd
  San Diego, CA
  Miami, FL
  San Diego, CA
• 2010-04-13 → 2018-10-01
  Ipg Investment Advisors, Llc
  San Diego, CA
• 2010-03-30 → 2010-06-02
  Investment Placement Group
  San Diego, CA
  San Diego, CA

Other Businesses

1. SOFIA IS LICENSED AS AN INVESEMENT ADVISOR REPRESENTATIVE WITH BOLTON GLOBAL ASSET MANAGEMENT. INVESTMENT RELATED AND CONDUCTED FROM BRANCH LOCATION. THIS REPRESENTS SOFIA'S FULL-TIME JOB AND IS BALANCED WITH MANAGEMENT DUTIES AND SECURITIES SERVICES. SOFIA IS ALSO APPROVED TO PROVIDE INVESTMENT ADVISORY SERVICES THROUGH INTERACTIVE BROKERS. 2. SOFIA OWNS AND OPERATES SB CAPITAL, AN ENTITY THAT OPERATES HER BOLTON INVESTMENT SERVICES AND HER PERSONAL BUSINESS, "HABLANDO DE LANA". THIS IS NOT INVESTMENT. OPERATED FROM BRANCH LOCATION AND SOFIA IS THE CONTACT PERSON. HOURS SPENT VARY, BUT NO MORE THAN 8 HOURS PER MONTH, 2 HOURS DURING BUSINESS HOURS. ENTITY WAS FORMED IN CALIFORNIA IN 10/05/2018. 3. BEGINNING 05/06/2024, SOFIA STARTED "HABLANDO DE LANA": https://hablandodelana.com/. SOFIA PROVIDE COMMENTARY ON FINANCIAL LITERACY. NOT INVESTMENT RELATED. WILL NOT RECEIVE COMPENSATION AND DEVOTES 2 HOURS PER MONTH TO THIS ACTIVITY.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-02
• S63 Uniform Securities Agent State Law Examination
  2002-06-20

Other Names

• Sofia Bucay Bissu
• Sofia Bucay
• Sofia Bucay De Daniel
• Sofia Bucay De Daniel