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8205 Nature'S Way #219, Lakewood Ranch, FL 34202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-05-01 |
Branch Locations
358 Us Route One, Falmouth, ME 04105 • United States
8205 Nature'S Way #219, Lakewood Ranch, FL 34202 • United States
579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2012-12-26 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
358 Us Route One, Falmouth, ME 04105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dow Family Office Advisory, Llc | Falmouth | ME | 04/2026 | Present |
| Bolton Global Capital | Falmouth | ME | 02/2013 | Present |
| Bolton Global Asset Management | Falmouth | ME | 10/2012 | Present |
| Dow Software, Llc | Lakewood Ranch | FL | 01/2019 | Present |
1) Kristina Petit is dually registered as an investment advisor representative and registered representative with Bolton Global Asset Management and Bolton Global Capital (collectively "Bolton") since 2012 and as an investment advisor representative with Dow Family Office Advisory, LLC since 04/2026. Approximately 50% of Mrs. Petit's time is dedicated for activities as an investment advisor representative and registered representative of Bolton, with the balance as an investment advisor representative of Dow Family Office Advisory, LLC. 2) Dow Software, LLC; Not investment-related; 8205 Nature's Way, #219, Lakewood Ranch, FL. 34202; Computer software sales; VP, Client Service; Assisting with development and promotion of software that's used for clients; Approx. 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-03-22 |
| S65 | Uniform Investment Adviser Law Examination | 2012-11-27 |
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