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220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-15 |
| TX | RA | APPROVED_RES | 2026-07-07 |
Branch Locations
220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 09/2014 | 04/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2024 |
| Bolton Global Capital | Bolton | MA | 04/2024 | 07/2026 |
| Bolton Global Asset Management | Bolton | MA | 04/2024 | 07/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 04/2024 |
| Amerant Investments, Inc. | Coral Gables | FL | 07/2026 | Present |
1) Owner and Manager of Sucre Financial, LLC. This entitiy was established May 2024 for the purpose of operating Bolton securities and investment advisory businesses. Not investment related. Conducted from Branch location. Minimal management hours during trading hours. 2) Manager of family owned holding company that owns a boat and two cars. Entity established 04/2010 in Florida. Not investment related. Conducted from Branch location. Spends less than an hour per month on activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-20 |
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