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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-19 |
| FL | RA | APPROVED | 2016-01-11 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
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 |
|---|---|---|---|---|
| Bolton Global Capital | Bolton | MA | 10/2015 | Present |
| Bolton Global Asset Management | Bolton | MA | 10/2015 | Present |
1) Co-owner and President of Amity Wealth Management, Inc., entity created to operate securities and investment advisory businesses. Investment related. Conducted from branch location. Entity re-structured 10/01/2017. Time spent on activity balanced with roles as IAR and RR. 2) Investment Advisor Representative of Bolton Global Asset Management, doing business as Amity Wealth Management. Spends approximately 190 hours per month on activity, 149 hours during business hours. Conducted from branch office location and investment related. Approved for managing account held at UBS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-16 |
| S65 | Uniform Investment Adviser Law Examination | 1994-11-21 |
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