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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-06-19 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Avenue Suite 1700, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coral Gables | FL | 05/2007 | 05/2017 |
| Bolton Global Capital | Bolton | MA | 05/2017 | Present |
| Bolton Global Asset Management | Bolton | MA | 05/2017 | Present |
1)Investment Advisor Representative with Bolton Global Asset Management and doing business under 'Moreno Wealth Management, LLC' or 'PWA Family Office'. Investment related and conducted from branch location. This role represents Jose's full-time job, spending 160 hours per month. Began activity upon association with current firm. 2)Co-owner with spouse of a residential rental property located in Rotonda West, Florida. Not investment related and not conducted from Branch location. Spends no more than 1-hour per month on activity. Began June, 2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-22 |
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