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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-29 |
Branch Locations
1441 Brickell Ave Suite 1700, Miami, FL 33131 • United States
579 Main Street, Bolton, MA 01740 • United States
Weston, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercantil Commercebank | Miami | FL | 01/2011 | 06/2017 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 06/2017 | 04/2021 |
| Bolton Global Capital | Bolton | MA | 04/2021 | Present |
| Bolton Global Asset Management | Bolton | MA | 04/2021 | Present |
1) Rafael is registered as an Investment Advisor Representative with Bolton Securities Corporation an SEC licensed Investment Advisor, providing investment advisory services. This role represents Rafael's full-time job and is balanced with his role as a Registered Representative. Conducted from Branch location. Does business as 'Financial Advisor' under 'Bolton Global Capital'. 2) Owner of ENASS 1018 LLC, a real estate holding company established in Florida. Start date March 2018. Conducted from personal residence. Rafael is contact person. 1 hour spent per month outside business hours. 3) Owner of ENASS 0429 LLC, an s-corp created for operating Bolton securities and investment advisory business. Start date April 2021. Conducted from personal residence. Rafael is contact person. 1 hour spent per month outside business hours. 4) Owner of ENASS AVM, LLC, a real estate holding company established in Florida. Start date October 2022. Conducted from personal residence. Rafael is contact person. 1 hour spent per month outside business hours. 5) Owns rental property located in Ave Maria, FL. Start date November 2022. Spends 30 minutes per month outside business hours. Rafael is contact person. 6) Owns rental property located in San Juan, Puerto Rico. Start date August, 2009. Spends 30 minutes per month outside business hours. Rafael is contact person. 7) Owner and President of ENASS 0429 INVESTMENTS, LLC, entity created to manage personal investments. Created 08/14/2026. Managed from personal residence. 2-hours spent per month, potentially during business hours. Rafael is contact person.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-10 |
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