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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-05-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Biscayne Americas Llc | Miami | FL | 06/2010 | 01/2019 |
| Bolton Global Capital | Bolton | MA | 12/2019 | Present |
| Bolton Global Asset Management | Bolton | MA | 03/2019 | Present |
1) OWNER OF STRATEDGE QUANT INVESTORS, LLC. ENTITY CREATED APRIL 2014. CURRENTLY, THIS ENTITIY IS USED FOR OPERATING INVESTMENT ADVISORY BUSINESS. 2) AS AN IAR OF BOLTON SECURITIES CORPORATION, ALEX IS PERMITTED TO MANAGED ASSETS AT OUTSIDE CUSTODIANS, INCLUDING CITI BANK, JP MORGAN, UBS, SAFRA, AND PERSHING ACCOUNTS THAT ARE NOT DIRECTLY SERVICED UNDER BOLTON.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-07 |
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