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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-01-23 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
Dr Luis Bonavita 1294 Torre Ii Of 1031, Montevideo 15000 • Uruguay
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sun Partners | Montevideo | 11/2015 | Present |
Senior Vice President of Sun Partners, https://sun-partners.com.uy/home-es/, an investment advisory firm located and licensed in Uruguay. Investment related and located at non-registered location. Began 11/1/2015. This represents full-time job, balanced with Bolton IAR duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-23 |
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