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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-21 |
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 |
|---|---|---|---|---|
| Western International Securities, Inc. | Pasadena | CA | 10/2006 | 10/2018 |
| Loyola Asset Management Llc (153255) | Miami | FL | 05/2010 | 07/2021 |
| Private Client Services | Coral Gables | FL | 10/2018 | 07/2020 |
| Morgan Stanley Smith Barney Llc | Aventura | FL | 07/2021 | 10/2022 |
| Bolton Global Capital | Bolton | MA | 10/2022 | Present |
| Bolton Global Asset Management | Bolton | MA | 10/2022 | Present |
1) Registered Investment Advisors Representative with Bolton Global Asset Management. Investment related and conducted from same Branch location. 2) Real Estate Agent with Keller Williams. Not investment related. Not conducted from Branch location. Start date is December 2015. Currently devotes 0 hours during business hours, and on an as needed basis outside of business hours. Millie is contact person. 3) Co-owner and Manager of M&M Leal, Inc., a real estate holding company that own a rental property in Doral, Florida. Not investment related. Created May, 2000 in Florida. Generally spends 0 hours during or outside business hours. 4) Co-owner and Manager of LAS Brisas Leal, LLC, a real estate holding company that is currently inactive. Not investment related. Created April 2008 in Florida. Generally spends 0 hours during or outside business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-30 |
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