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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-08-28 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Avenue Suite 1700, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Grand Rapids | MI | 09/2016 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 09/2016 | 05/2018 |
| Unemployed | Grand Rapids | MI | 07/2016 | 09/2016 |
| Bolton Global Capital | Bolton | MA | 07/2018 | Present |
| Bolton Global Asset Management | Bolton | MA | 07/2018 | Present |
1) Owner of residential rental property located in Orlando, Florida. Not investment related and not conducted from Branch location. Spends 0 hours per month outside of business hours and 0 during business hours. Began rental activity in 2024. 2) Owner and manager of Skyline 360, LLC, an entity created to hold a residential real estate property. Not conducted from Branch location and not investment related. Less than one hour spent per month on activity. Entity was opened in 4/2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-07 |
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