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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-19 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Ave 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 |
|---|---|---|---|---|
| Bolton Global Capital | Bolton | MA | 10/2015 | Present |
| Bolton Global Asset Management | Bolton | MA | 09/2021 | Present |
Co-owner of Amity Wealth Management, Inc., entity created to operate securities and investment advisory businesses. Investment related. Conducted from branch location. Entity re-structured 10/01/2017. Time spent on activity is minimal.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-28 |
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