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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-03-16 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
3361 Fairlane Farms, Wellington, FL 33414 • United States
Wellington, FL • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Delta Equity Services Corp | Bolton | MA | 05/2003 | Present |
| Bolton Global Asset Management | Bolton | MA | 01/2016 | Present |
REPRESENTATIVE MAINTAINS FIXED INSURANCE LICENSE, BUT DOES NOT ACTIVELY SELL INSURANCE PRODUCTS. NOT INVESTMENT RELATED. CONDUCTED FROM BRANCH LOCATION. 0 HOURS SPENT ON ACTIVITY. HAS BEEN LICENSED SINCE 2007.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-13 |
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