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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-15 |
| FL | RA | APPROVED | 2025-04-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Weston | FL | 05/2014 | 04/2018 |
| Bolton Global Capital | Bolton | MA | 04/2018 | 02/2025 |
| Bolton Global Asset Management | Bolton | MA | 04/2018 | 02/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 03/2025 | Present |
I*3304276, Entity Type: Entity For Profit, Name of OBA: TRO OFFICE HOLDINGS LLC, Address: Weston , Florida, 33326, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 07/29/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: None, just shareholder, LLC owns an office Space I*3403267 Entity Type: N/A Name of OBA: The TRO Holding Trust, Sept 8th 2021 Address: Weston, Florida, 33326 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 09/08/2021 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-07 |
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