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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-24 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 01/2014 | 07/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2023 |
| Bolton Global Capital | Bolton | MA | 07/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 06/2023 |
| Bolton Global Asset Management | Bolton | MA | 07/2023 | Present |
1)Owner of Pala Capital, LLC. Created November 2023 in Florida. Created to operate Bolton securities and investment advisory businesses. Not directly investment related. Conducted from Branch location. 2) Co-owner with spouse of two residential rental properties located in New York City. Not investment related. 2-hours spent outside trading hours. Conducted from personal residence. 3) Licensed with Bolton Securities Corporation as an investment advisor representative. Investment related and conducted from Branch location. Full-time job along with Registered Rep duties. 4) Co-owner with spouse of a residential rental property located in Key Biscayne, FL. Not investment related. 5-hours spent on activity outside trading hours. Conducted from personal residence. Activity began February 2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-15 |
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