Best Investors
Account
Sign in
Best Investors
Account
Sign in
579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2008-02-29 |
Branch Locations
50 Morrison Rd., Brownsville, TX 78520 • United States
579 Main Street, Bolton, MA 01740 • 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 |
|---|---|---|---|---|
| Bolton Global Capital | Bolton | MA | 02/2008 | Present |
| Bolton Global Asset Management | Bolton | MA | 02/2008 | Present |
1.Co-owner of GMFE group, LLC, doing business under two registered names, 'GEF Financial Group' and 'GEF Insurance'. LLC created to operates securities, investment advisory, and insurance businesses. Investment related and conducted from branch location. Management duties take up majority of time during trading hours. 0 hours spent outside of trading hours. Began 2008. 2.Fixed insurance sales conducted under 'GEF Insurance', including employee benefits, health, dental, and fixed life insurance. Investment related and conducted from branch location. Spends less than 1 hour per month during trading hours on selling products, and 0 hours outside of trading hours per month. 3.IAR of Bolton Global Asset management, doing business as GEF Financial. Acting as 'Director/Financial Advisor'. Investment related and conducted from branch location. Spends less than 1 hour per month during trading hours on activity and 0 hours outside of trading hours per month. Began 2008. 4. Co-owner, Member, and Director of RNF Group, LLC, a dance school DBA 'Brownsville Dance Center'. Not investment related. Conducted at 925 W. Price Road, Brownsville, TX 78520. 0 hours spent on activity. Began 2005. See website for contact information. 5. Co-owner of SEF Investments, LLC, entity that owns building in which RNF Group, LLC/'Brownsville Dance Center' operates. Not investment related. Conducted from personal residence. Spends 0 hours per month on activity. Began 2013. Contact number is Rep's personal number. 6. Co-owner of SEF Properties, LLC, entity that owns a vacant lot. Not investment related. Conducted from personal residence. Spends 0 hours per month on activity. Began 2013. Contact number is Rep's personal number. 7. Co-owner of FNB Insurance Group, LLC, entity created 2011 in the state of TX to operate insurance business. For accounting purposes and not investment related. Conducted from Branch location. Does not spend more than 1-hour per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-12 |
Reach out to this advisor