Tomas Alberto Esteve

Current Employers

Employment History

• 02/2008 → Present
  Bolton Global Capital
  Bolton, MA
• 02/2008 → Present
  Bolton Global Asset Management
  Bolton, MA

Previous Registrations

• 1992-12-01 → 2008-03-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brownsville, TX
  Mcallen, TX

Other Businesses

1)Co-owner and manager of GMFE group, LLC, DBA 'GEF Financial Group' and/or 'GEF Insurance'. LLC created to operate securities, investment advisory, and insurance businesses. Investment related and conducted from branch location. Management duties take up majority of time during trading hours. 0 hours spent outside of trading hours. 2)Fixed insurance sales conducted under 'GEF Insurance', including employee benefits, health, fixed annuities, fixed life, dental, and long-term care insurance. Investment related and conducted from branch location. Spends less than 1 hour per month during trading hours on selling products, and 0 hours outside of trading hours per month. 3)IAR of Bolton Global Asset management, doing business as GEF Financial Group. Investment related and conducted from branch location. Spends less than 1 hour per month during trading hours on activity and 0 hours outside of trading hours per month. 4) Co-owner of Old Absinthe House LLC, real estate holding company that is owned with immediate family only and owns 1 property in New Orleans. Not investment related and not conducted from Branch location. Spends no more than 10 hours on activity during any given month, outside of business hours. 5) Co-owner and President of Talvam Holdings, Inc., General Partner of Talvam Holdings LP. Both entities owned with immediate family only. Not investment related. Not conducted from branch location. Time spent per month does not exceed 10 hours outside of business hours. 6) Co-owner of Talvam Holdings LP with immediate family only. LP owns and operates residential property on South Padre Island. 7) Co-owner of FNB Insurance Group, LLC, entity created 2011 in the state of TX to operate insurance business. For accounting purposes and not investment related. Conducted from Branch location. Does not spend more than 1-hour per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-01-03
• S63 Uniform Securities Agent State Law Examination
  1992-11-17

Other Names

• Tomas Esteve