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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-07-21 |
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 | 06/2016 | Present |
| Bolton Global Asset Management | Bolton | MA | 06/2016 | Present |
1) Investment Advisor Representative of Bolton Securities Corporation. Conducted under DBA name 'DV Wealth Management' and title is 'Managing Partner'. Investment related. Conducted from branch location. Spending varying hours per month on this activity during trading hours and outside trading hours. Began upon associating with firm in June, 2016. 2) Owner and operator of Arnaca, LLC, entity set up to facilitate tax reporting for business expenses. Not investment related. Conducted from branch location. Spending less than one hour per month on activity during and outside trading hours. Established February, 2017.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-30 |
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