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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-14 |
Branch Locations
1441 Brickell Ave Suite 1700, Miami, FL 33131 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 01/2016 | 06/2017 |
| Insight Securities | Miami | FL | 06/2017 | 08/2019 |
| Citi International Financial Services Llc | Miami | FL | 09/2019 | 01/2023 |
| Citibank Na | Miami | FL | 09/2019 | 01/2023 |
| Truist Investment Services Inc. | Ft. Lauderdale | FL | 02/2023 | 01/2024 |
| Florida Atlantic Securities Corp. | Miami | FL | 01/2024 | 04/2024 |
| Sine Qua Non Global Llc | Del Ray | FL | 04/2024 | 04/2025 |
| Fintron Invest And Fintron Advisory | Stamford | CT | 04/2024 | 04/2025 |
| Atomic Vaults | Delray Beach | FL | 08/2024 | 04/2025 |
| Northbound Securities | Miami | FL | 09/2024 | 04/2025 |
| Republic Partners | Chicago | IL | 10/2024 | 04/2025 |
| Consensus Securities, Llc | Norwood | MA | 11/2024 | 04/2025 |
| Bolton Global Capital | Bolton | MA | 04/2025 | Present |
| Bolton Global Asset Management | Bolton | MA | 04/2025 | Present |
1. Part-time project participant at Handshake AI, an entity that connects current undergraduate job seekers, graduate job seekers, and professionals with paid, project-based AI opportunities. Not investment related and not conducted from business location. 50 hours spent per month on activity, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-09-01 |
| S65 | Uniform Investment Adviser Law Examination | 2013-05-21 |
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