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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-09 |
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 |
|---|---|---|---|---|
| Genesis Investmet Advisors Llc | Coral Gables | FL | 11/2014 | 02/2019 |
| Safra National Bank Of New York | Aventura | FL | 04/2019 | 05/2020 |
| Insigneo Securities, Llc | Miami | FL | 08/2020 | 08/2020 |
| Insigneo Advisory Services | Miami | FL | 08/2020 | 08/2020 |
| Btg Pactual Us Capital, Llc | Miami | FL | 09/2020 | 10/2025 |
| Btg Pactual Asset Management Us Llc | Miami | FL | 01/2025 | 10/2025 |
| Bolton Global Capital | Bolton | MA | 03/2026 | Present |
| Unemployed | Miami | FL | 10/2025 | 03/2026 |
| Bolton Global Asset Management | Bolton | MA | 03/2026 | Present |
Luis is dual registered as a Registered Representative of Bolton Global Capital and a Registered Investment Advisor with Bolton Global Asset Management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-18 |
| S65 | Uniform Investment Adviser Law Examination | 2017-01-30 |
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