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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-16 |
Branch Locations
1441 Brickell Avenue Suite 1700, Miami, 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 07/2014 | 08/2022 |
| Bank Of America, N.A. | Miami | FL | 12/2015 | 08/2022 |
| Bolton Global Capital | Miami | FL | 08/2022 | Present |
1) Owner and 'Managing Director' of Rohr Private Wealth Management, LLC, a entitiy created August 2022 in Florida to operate Bolton securities and investment advisory businesses. Used as DBA for Bolton businesses. Conducted from Branch location. Not investment related. 2) Life insurance licensed, selling fixed life, annuities, and health insurance. Not directly investment related. Conducted from branch location. 3) Investment Advisor Representative with Bolton Securities Corporation, SEC licensed IA. Investment related and conducted from Branch location. Provided approval as IAR for management of investment accounts outside regular course of business, held at Bradesco.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-28 |
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