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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-09 |
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 |
|---|---|---|---|---|
| Mora Wm Securities, Llc | Miami | FL | 02/2015 | 12/2025 |
| Bolton Global Capital | Bolton | MA | 12/2025 | Present |
| Bolton Global Asset Management | Bolton | MA | 12/2025 | Present |
1. Bolton Global Asset Management. (SEC Registered Investment Advisor) Affiliate of Bolton Global Capital (FINRA Registered Broker Dealer) located at 1441 Brickell Ave, Suite 1700, Miami, FL. 33131. Providing advisory and investment services to customers. Approved for providing advisory services to clients at outside custodians, including UBS, JPM, Sabadell, and Interactive Brokers. 2. Owner and Director of TOMAX Financial Advisors, LLC, entity created to operated securities and investment advisory businesses. Not investment related. Operated from personal residence. Spends 2 hours per month during trading hours. Began 1/5/2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-25 |
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