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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2009-09-02 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bolton Global Capital | Bolton | MA | 08/2009 | Present |
| Boltion Global Asset Management | Bolton | MA | 08/2009 | Present |
1) Investment Advisor Representative with Bolton Global Asset Management, providing fee-based financial planning and asset management services. Investment related and conducted from branch location. Spends varying hours on this activity during trading hours and outside trading hours. Began upon association with current firm in 2009. 2) Owner and manager of HMG Capital, LLC, entity created to operate securities and investment advisory businesses. Not investment related. Conducted from branch location. Spends less than one hour on activity per month reviewing corporate bank account. Began upon association with current firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-30 |
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