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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2006-11-15 |
Branch Locations
12510 Cutten Road, Houston, TX 77066 • United States
579 Main Street, Bolton, MA 01740 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bainbridge Promotional Service, Inc. | Houston | TX | 11/2005 | Present |
| Bolton Global Capital Inc | Bolton | MA | 11/2006 | Present |
| Bolton Global Asset Management | Bolton | MA | 11/2006 | Present |
1)Investment Advisor Representative of Bolton Global Asset Management, doing business as Bainbridge Financial Services, LTD. Acting as founder and Managing Partner. Providing investment advisory services. Investment related. Mike us approved for providing advisory services through John Hancock's platform which is outside his regular course of business. Conducted from branch location. Activity began upon association with current firm in 11/2006. This represents registered representative's full-time job, hours per month will vary and balanced with management duties. 2)Owner of Bainbridge Asset Management, LLC, an entity set up to act as General Partner of Bainbridge Financial Services, LTD. Not investment related. Conducted from branch location. Hours spent during trading hours and outside trading hours will vary, but typically less than 1 hour per month. Began upon association with current firm. 3)Owner of Bainbridge Financial Services, LTD, an entity set up to operate securities and investment advisory business. Not investment related. Conducted from branch location. Hours spent during trading hours and outside trading hours will vary, but typically less than 1 hour per month. Began upon association with current firm. 4)Receiving trails from prior sales of electricity deals brokered through Champion/Incite energy services. Spends zero hours on activity. Not investment related and not conducted at branch location. Began prior to joining current firm. 5) Co-owner and active member of Floridian Villa Partners, LLC, a real estate holding company that owns a residential property located at 13857 SE Marina Place, Palm City, FL 34990. Entity used for rental purposes. Generally 0 hours are spent on this activity per month. Management takes place between owners. Not investment related. Current assignment of interest was signed into effect August, 2017. LLC was initially created October, 2011. 6) Founder and owner of non-profit organization, Round Up Golf Charity, created to allow advisor to make personal charitable donations. Not investment related. Conducted from branch location. Began 07/13/2017. Spends less than 1 hour per month on activity. 7) Rents out 3 offices in Branch to 3 non-branch staff members. Not investment related. Conducted in Branch location. Ongoing since purchasing Branch building. Less than 1 hour spent on activity per month. 8) Co-owner and Director of Champions Golf Club, Inc., a private golf club located in Houston, TX. Not investment related and not located at Branch location. Spends 40 hours per month on activity, 32 hours during trading hours. Began October 1, 2021. Makes high-level decisions for club. https://www.championsgolfclub.com/ is website and telephone is 281.444.6262. 9)Co-owner and authorized party of Champions Acquisition 2021, LLC, an entitiy created to purchase Champions Golf Club, Inc., an approved private securities transaction. Additionally, LLC maintains investment account at Bolton Global Capital for personal investments. Conducted from Branch location. LLC was established on August 6th, 2021. No time spent per month. 10) Co-owner and Manager of Burro Cottages, LLC. Entity is used to own and rent cottages. Not investment. Established June 2022. 1-hour is spent per month outside trading hours. Mike conducts this activity from his Branch location, and is contact person. 11) Co-owner and Manager of Burke-Demaret Holdings, Inc., entity used as parent company for owning Champions Acquisitions 2021, LLC and subsidiaries. Created December 2022 during restructuring. Not investment related and not conducted from Branch location. No hours spent on activity. 12) Co-owner and Manager of Burke-Demaret, LLC, entitiy that is not currently used or active. Not investment related and not conducted from Branch location. No hours spent on activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 1982-02-18 |
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