Edilberto Moreno

Current Employers

Employment History

• 04/2016 → Present
  Bolton Global Capital
  Bolton, MA
• 04/2016 → Present
  Bolton Global Asset Management
  Bolton, MA

Previous Registrations

• 2016-06-22 → 2024-05-03
  Bolton Securities Corporation
  Panama City
  Miami, FL
  Bolton, MA
  Miami, FL
• 2003-03-04 → 2016-05-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Coral Gables, FL
  Miami, FL
  Coral Gables, FL
  Panama City
  New York, NY
  Panama City
  New York, NY

Other Businesses

1) Investment Advisor Representative of Bolton Global Asset Management, doing business either as 'Batista & Moreno Advisors' as 'Managing Partner', or 'PWA Family Office' as 'Managing Director'. IAR services represent full-time job along with brokerage services. Began upon association with current firm and is conducted from branch location. 2) Owner of Velazquez Moreno, LLC, s-corp set up to own and operate personal retirement plan. Rep is only participant. Investment related. Conducted either at Branch location or at personal residence. Less than 1-hour spent per month on activity, generally outside of trading hours. 3) Director of wife's pediatric cardiology practice, 'ABC Pediatrics SA'. Located in Panama City, Panama. Began activity in 2007. Currently does not spend time on activity. 4) Director and co-owner of 'The Pole at the 8th Hole'. Company purchased lot in Panama City and is constructing residences for owners to reside in. Began activity in 2013. Periodically supervises development of construction, but no more than 1 hour a month outside trading hours. 5) Co-owner and 'Managing Director' of 'PWA Family Office, LLC'. This entity was set up to operate securities and investment advisory services as a Bolton Branch, but under a different DBA. Time spent is balanced with time managing Batista & Moreno Advisors, but represents full-time job. Conducted from same Branch location. Rep is contact person. 6) PWA Family Office is engaged in the 'PWA Family Office Advisor Support Program'. In this program, the PWA Branch office provides administrative support to other Bolton Representatives and IARs in exchange for a portion of the compensation they earn. As co-owner of PWA Family Office, Edilberto will earn a portion of this compensation. This role is not directly investment related but includes investment services support. Edilberto will not spend more than a few hours per month on this activity. Conducted from Branch location.

Exams

• S66 Uniform Combined State Law Examination
  2000-06-06