Best Investors
Account
Sign in
Best Investors
Account
Sign in
579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-08-04 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Avenue Suite 1700, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bolton Global Capital | Bolton | MA | 07/2016 | Present |
| Bolton Global Asset Management | Bolton | MA | 07/2016 | Present |
1) Investment Advisor Representative of Bolton Global Asset Management, doing business as O.E.G. Capital Group and acting as President. Investment related and conducted from branch location. Spends approximately 170 hours per month on this activity during trading hours. Began upon association with current firm. 2) Owner and managing director of O.E.G. Capital Group, Inc., entity created to help facilitate securities and investment advisory businesses. Investment related and conducted from branch location. Spends nominal hours per month managing this entity. Began upon association with current firm. 3) Owner of residential rental property. Not investment property. Not conducted from Branch location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-04 |
Reach out to this advisor