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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2010-03-22 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1 Alhambra Plaza Ph Floor - Suite 1435, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delta Equity Services Corporation | Bolton | MA | 12/2009 | Present |
| Delta Global Asset Management | Bolton | MA | 01/2010 | Present |
1) INVESTMENT ADVISOR REPRESENTATIVE OF BOLTON GLOBAL ASSET MANAGEMENT, PROVIDING ASSET MANAGEMENT SERVICES. START DATE 12/07/2009. HOURS SPENT ARE APPROXIMATELY 120, BALANCED WITH BRANCH MANAGEMENT DUTIES AND COMMISSION-BASED SERVICES. CONDUCTED FROM BRANCH LOCATION. 2) OWNER AND PRESIDENT OF WALLA CORP, S-CORP CREATED TO RECEIVE COMPENSATION ASSOCIATED WITH SECURITIES AND INVESTMENT ADVISORY SERVICES. NOT INVESTMENT RELATED. CONDUCTED FROM BRANCH LOCATION. CREATED IN 2010 AND SPENDS APPROXIAMTELY 2 HOURS PER MONTH ON ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-20 |
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