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8205 Nature'S Way #219, Lakewood Ranch, FL 34202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-08 |
Branch Locations
8205 Nature'S Way #219, Lakewood Ranch, FL 34202 • United States
579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-08 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
8205 Nature'S Way Suite 219, Lakewood Ranch, FL 34202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dow Family Office Advisory, Llc | Lakewood Ranch | FL | 05/2026 | Present |
| The Vanguard Group, Inc. | Charlotte | NC | 06/2018 | 06/2021 |
| Bullard Mcleod & Associates | Albany | NY | 11/2011 | 01/2018 |
| Unemployed | Albany | NY | 02/2018 | 05/2018 |
| E*Trade Securities Llc | Charlotte | NC | 06/2021 | 09/2021 |
| Fisher Investments | Tampa | FL | 09/2022 | 09/2023 |
| Unemployed | Charlotte | NC | 10/2021 | 08/2022 |
| Bolton Global Capital | Lakewood Ranch | FL | 04/2024 | Present |
| Bolton Global Asset Management | Lakewood Ranch | FL | 04/2024 | Present |
| Unemployed | Tampa | FL | 10/2023 | 03/2024 |
1) Jason Andriano is dually registered as an investment advisor representative and registered representative with Bolton Global Asset Management and Bolton Global Capital (collectively "Bolton") since 04/2024 and as an investment advisor representative with Dow Family Office Advisory, LLC since 05/2026. Approximately 50% of Mr. Edmond's time is dedicated for activities as an investment advisor representative and registered representative of Bolton, with the balance as an investment advisor representative of Dow Family Office Advisory, LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-05-21 |
| S66 | Uniform Combined State Law Examination | 2010-02-04 |
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