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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-09-06 |
Branch Locations
1920 N. Marshall #102, El Cajon, CA 92020 • United States
579 Main Street, Bolton, MA 01740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bolton Global Capital | Bolton | MA | 08/2016 | Present |
| Bolton Global Asset Management | Bolton | MA | 08/2016 | Present |
1) Investment Advisor Representative with Bolton Global Asset Management, doing business as Bolton Global Capital and uses title 'Private Wealth Advisor'. Spends approximately 60 hours per month during trading hours and outside trading hours. Conducted from branch office location and is investment related. 2) Licensed to sell fixed insurance products. Conducted under personal name. Conducted from branch location and is investment related. Is not currently spending more than 1 hour per month on activity. Began prior to joining current firm. 3) Owner and Managing Member of Bilimek, LLC, entitiy created in California in June of 2022. Created as s-corp to facilitate Samuel's securities and investment related business. Conducted from personal residence.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-21 |
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