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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-02-27 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
104 Crandon Boulevard Suite 407-C, Key Biscayne, FL 33149 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bolton Global Capital | Bolton | MA | 03/2014 | Present |
| Bolton Securities Corporation | Bolton | MA | 09/2014 | Present |
1) Investment Advisor Representative of Bolton Global Asset Management, doing business as Bolton Global Capital. Investment related and conducted from branch location. Began upon association with current firm. Spends approximately 8 hours per month during trading hours on this activity. Is approved to providing advisory services through outside custodian (Charles Schwab). 2) Attorney providing legal services related to estate planning and family law. Conducted under personal name and from office located in Caracas, Venezuela. Spends 13 hours per month on this activity outside of trading hours, 2 hours per month during trading hours. Began in April of 2012. 3) Referral arrangement with Copernico Capital, an advisory firm located in Caracas, Venezuela, for services related to banking products, mortgages, estate planning, and company incorporation services. Not investment related. Referrals made from Miami or Caracas. Spends approximately 15 hours per month during trading hours. Began activity in March, 2012. 4) Owner of rental property. Not investment related. Not conducted from Branch location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-09 |
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