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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-04-04 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Avenue Suite 1700, Miami, FL 33131 • 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 | Miami | FL | 09/2011 | 12/2016 |
| Bolton Global Capital | Bolton | MA | 01/2017 | Present |
| Bolton Global Asset Management | Bolton | MA | 01/2017 | Present |
1)Investment Advisor Representative with Bolton Global Asset Management, doing business as Bolton Global Capital, offering fee-based asset management services. Investment related. Conducted from branch location. This role represents full-time job, balanced with management duties within branch. Began upon association with current firm. 2)Owner and manager of GFA Wealth Management, LLC, entity created to operate securities and investment advisory businesses. Created February of 2017. Investment related and conducted from branch location. Spends approximately one hour per month on management duties. Is not used to market investment related business. 3)Co-owner of residential rental property located in Miami, FL. Not investment related and not conducted from branch location. Maximum one hour spent on activity per month. Began 11/01/2012.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-27 |
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