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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-16 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
55 Weston Road Suite 301, Weston, FL 33326 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Weston | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Weston | FL | 11/2016 | 08/2021 |
| Bolton Global Capital | Bolton | MA | 08/2021 | Present |
| Bolton Global Asset Management | Bolton | MA | 08/2021 | Present |
1) OWNER AND MANAGER OF ARISAN FINANCIAL ADVISORS, LLC. RESPONSIBLE FOR OPERATING SECURITIES AND INVESTMENT ADVISORY BUSINESSES. NOT USED AS DBA NAME. FILED IN FLORIDA IN 02/26/2021. CONDUCTED FROM BRANCH LOCATION AND SPENDS 5 HOURS PER MONTH ON ACTIVITY, POTENTIALLY DURING TRADING HOURS. ANDREI IS CONTACT PERSON. 2) ANDREI IS AN INVESTMENT ADVISOR REPRESENTATIVE WITH BOLTON SECURITIES CORPORATION, AN SEC LICENSED INVESTMENT ADVISOR ASSOCIATED WITH BOLTON GLOBAL CAPTIAL. INVESTMENT RELATED AND CONDUCTED FROM BRANCH LOCATION. THIS ROLE REPRESENTS FULL-TIME JOB AND IS IS BALANCED WITH ROLE AS REGISTERED REPRESENTATIVE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-29 |
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