Christian Felix

Current Employers

Employment History

• 04/2010 → 12/2016
  Merrill Lynch
  Miami, FL
• 02/2011 → 12/2016
  Bank Of America Na
  Coral Gables, FL
• 12/2016 → Present
  Bolton Global Capital
  Bolton, MA
• 12/2016 → Present
  Bolton Global Asset Management
  Bolton, MA

Previous Registrations

• 2010-07-27 → 2016-12-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coral Gables, FL

Other Businesses

1)Investment Advisor Representative of Bolton Global Asset Management, doing business as Elite Global Advisors. Acting as Managing Partner. Investment related. Conducted from branch location. Activity began upon association with current firm in 12/2016. This represents registered representative's full-time job, hours per month will vary. Provided approval as IAR for management of investment accounts outside regular course of business, held at Sabadell Bank, Santander and UBS. 2)Owner of s-corp, 'Elite Global Advisors, Inc.', entity set up to operate securities and advisory business. Investment related. Conducted from branch location. Balances branch management duties with that of acting as IAR. 3)Representative has agreement in place with Sabadell Bank (Banco De Sabadell), Miami, FL, for referring clients for banking and credit services. Conducted from branch location and not investment related. Agreement entered executed on 01/30/2017. Spends up to 12 hours per month of activity, 8 hours during trading hours. 4) Owner of residential rental property located in Coral Gables, FL. Not investment related and not conducted from Branch location. 5) Co-owner and investor of PSD Investments LLC, a Florida entity that owns a multi-family real estate property located in Hollywood, Florida. Investment related. Began in December 2022. 0 hours spent on activity. Rep is contact person.

Exams

• S66 Uniform Combined State Law Examination
  2010-07-22

Other Names

• Christian Esteban Felix