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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-06 |
Branch Locations
1441 Brickell Ave Suite 1700, Miami, FL 33131 • United States
579 Main Street, Bolton, MA 01740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| We Family Offices | Miami | FL | 07/2013 | 08/2018 |
| Wealth Solutions Usa, Llc | Miami | FL | 08/2018 | 04/2021 |
| Bolton Global Asset Management | Bolton | MA | 05/2021 | Present |
| Bolton Global Capital | Bolton | MA | 08/2021 | Present |
REPRESENTATIVE IS ALSO AN INVESETMENT ADVISOR WITH BOLON GLOBAL ASSET MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-10-30 |
| S65 | Uniform Investment Adviser Law Examination | 2016-08-21 |
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