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Bolton Securities Corporation CRD 129376
$8.28B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-01 |
Branch Locations
55 Weston Road Suite 301, Weston, FL 33326 • United States
579 Main Street, Bolton, MA 01740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Weston | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Weston | FL | 11/2016 | 05/2021 |
| Bolton Global Capital | Bolton | MA | 05/2021 | Present |
| Bolton Securities | Bolton | MA | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-19 |
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