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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-21 |
Branch Locations
1441 Brickell Ave Suite 1700, Miami, FL 33131 • United States
579 Main Street, Bolton, MA 01740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 10/2011 | 09/2023 |
| Bolton Global Capital | Bolton | MA | 09/2023 | Present |
| Bolton Global Asset Management | Bolton | MA | 09/2023 | Present |
1) Owner and Manager of Venti8 Inc., entity established 9/22/2023 in Florida for personal tax purposes. Not investment related and not conducted from Branch location. 4-hours spent per month, potentially during business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-30 |
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