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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-19 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Ave Suite 1700, Miami, FL 33131 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Aventura | FL | 06/2009 | 01/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2025 |
| Bolton Global Capital | Bolton | MA | 01/2025 | Present |
| Bolton Global Asset Management | Bolton | MA | 01/2025 | Present |
1) Johnny is also licensed as an Investment Advisor with Bolton Global Asset Management. Investment related and conducted from Branch location. 2) Co-owner of Pathway Wealth Management, LLC. Entity was created for operating investment business. Not directly investment related. Conducted from Branch location and home address. Began 04/03/2025. Will spend varying hours managing this activity outisde of business hours only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-20 |
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