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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-07 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Ave Suite 1700, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mora Wm Securities | Miami | FL | 08/2011 | 07/2022 |
| Mora Wealth Management Llc | Miami | FL | 08/2011 | 07/2022 |
| Bolton Global Capital | Bolton | MA | 07/2022 | Present |
| Bolton Global Asset Management | Bolton | MA | 07/2022 | Present |
1)Owner and Manager of Butnar, LLC, entity established June 2022 in Florida. Purpose is to operate Bolton related businesses, Not advertised as DBA. Not directly investment related. 0 hours spent per month. Conducted from personal residence. 2) Investment Advisor Representative of Bolton Securities Corporation, DBA 'Bolton Global Capital'. Activity is fulltime and balanced with securities business. Investment related. Rep is contact person. Conducted from branch location. Eli is approved for providing investment advisory services held on outside custodian, Charles Schwab. 3) Co-owner and Manager with spouse IRA ANEL, LLC. Entity created February, 2024 in Florida for the purpose of owning and managing real estate property in Madrid, Spain which will be rented out. Anel LLC owns CASTELLO13 SL, a local Spanish entity, which then owns the property. Personally investment related. Not conducted from Branch location. Eli is contact person. Will spend less than 1-hour per month on activity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-08-07 |
| S65 | Uniform Investment Adviser Law Examination | 1995-01-18 |
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