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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-03-11 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Avenue Suite 1700, Florida, FL 33131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Miami | FL | 09/2010 | 01/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2019 |
| Bolton Global Capital | Bolton | MA | 01/2019 | Present |
| Bolton Global Asset Management | Bolton | MA | 01/2019 | Present |
1) Registered Representative is also registered with Bolton Global Asset Management, providing advisory services as an Investment Advisor. Investment related and conducted from Branch location. Hours spent per month vary and are balanced with commission-based business and Branch management duties. 2) owner of 'Lions Hills Investments, LLC. Entity is used for facilitating the operations of securities and investment advisory services. Not directly investment related. Conducted from branch location. This entity is not public facing. Filed January 2019.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-16 |
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