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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-05 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Ave Suite 1700, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miami Dade College | Miami | FL | 07/2017 | 05/2018 |
| Arbitral Finance | Miami | FL | 01/2018 | 11/2018 |
| Florida International University | Miami | FL | 05/2018 | 07/2019 |
| Bolton Global Capital | Miami | FL | 11/2018 | Present |
| Areal Santa Rosa | Rio De Janeiro | 01/2016 | 06/2017 |
1) Co-owner of Areal Santa Rosa De Itaguai, a sand mining company located in Brazil (not investment related). Began activity in January 2016. Ownership does not include any authorities or responsibilities. 2) Owner of Owro Capital, LLC, entity established 01/14/2022 in the State of Florida for accounting purposes. Not directly investment related. Conducted from Branch. 3) Co-owner and President of Assurance Corporate Services LLC. Entity established 04/2025 in state of Florida. Purpose of entity is to facilitate offshore corporate filings and services. Conducted from Branch location. Not investment related. 0 to 5 hours spent per month outside business hours. https://assurancecorporate.com/ 4) IAR with Bolton Securities. Investment-related. Conducted from Branch location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-27 |
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