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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-03-24 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Avenue Suite 1700, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bolton Global Capital | Bolton | MA | 01/2016 | Present |
| Bolton Global Asset Management | Bolton | MA | 01/2016 | Present |
1)Co-owner and managing member of AR Advisors International, LLC, operating company for securities and investment advisory business. Investment related. Conducted from branch office location. Spends approximately less than one hour during trading hours and outside trading hours per month on activity. Dan is contact person. Established 05/16/2016. 2)Selling fixed insurance products, conducted under personal name. Investment related to the extent an insurance product fits a client's financial profile. Conducted from branch location. Spends approximately less than one hour during trading hours and outside trading hours per month on activity. 3)Licensed Investment Advisor Representative of Bolton Securities Corporation, conducted under 'AR Advisors International LLC' and title is 'Senior Partner'. Investment related. Conducted from branch location. Potentially spending up to 160 hours per month on this activity during trading hours and outside trading hours. Role is balanced with securities business. Start date is 01/2016. As of 09/17/2025, approved for providing advisory services through Interactive Brokers, an activity outside Danny's normal scope of business. 4) Trustee of profit-sharing 401K plan for 'AR Advisors International, LLC'. Conducted from Branch location and is related to investment decision of plan. Start date is 01/01/2016. Dan is contact person. Spends around 1 hour per month, potentially during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-08 |
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