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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-15 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Ave Suite 1700, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 03/2015 | 06/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2015 | 06/2023 |
| Bolton Global Capital | Bolton | MA | 06/2023 | Present |
1) RR IS DUEAL REGISTERED WITH BOLTON SECURITES, AN SEC REGISTERED IA FIRM. 2) Owner of CL Capital, LLC, entity created for accounting purposes related to Bolton securities and investment advisory services being provided. Not investment related. Conducted from Branch location. Created June 2023 in Florida. Nominal amount of time spent managing LLC. 3) Owner of Pima Real Estate, LLC, an entity created as a holding company for his rental property in Miami, FL. Not investment related. Conducted from his residence in Madrid. Created August 2025 in Florida. Minimal amount of time spent managing LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-22 |
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