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1 W. Pennsylvania Ave. Suite 600, Towson, MD 21204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1200 Pearl St. Suite 300, Boulder, CO 80302 • United States
1 W. Pennsylvania Ave. Suite 600, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bolton Partners, Inc | Towson | MD | 02/2008 | Present |
| Bolton Partners Investment Consulting Group Inc | Towson | MD | 03/2009 | Present |
| Bolton Partners Investment Consulting Group Inc | Towson | MD | 08/2018 | Present |
| Bolton Health Actuarial Inc | Towson | MD | 01/2016 | Present |
1) Bolton Partners, Inc - Non-investment. 1 W. Pennsylvania Ave., Suite 600, Towson, MD 21204. Employee benefits and actuarial consulting. Title: IT Manager 02/2008 - 03/2009; 03/2009 COO. February 2008 start date. 80 hrs/mo and 72 hrs/mo during trading hours. I am responsible for the overall operations of the firm. 2) Bolton Health Actuarial, Inc - Non-investment. 1 W. Pennsylvania Ave., Suite 600, Towson, MD 21204. Health actuarial review and rate setting. Title: COO. January 2016 start date. 16 hrs/mo and 14.5 hrs/mo during trading hours. I approve budgets and work with the managing directors on strategic planning. 3) Stratovize, LLC - Non-investment. 1 W. Pennsylvania Ave., Suite 600, Towson, MD 21204. Voluntary benefits enrollment and benefits administration technology. I am a partner. January 2017 start date. 15 hrs/mo and 13.5 hrs/mo during trading hours. I am responsible for adherence to the capital contribution budget.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-28 |
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