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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
Branch Locations
12510 Cutten Road, Houston, TX 77066 • 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 |
|---|---|---|---|---|
| Proffitt & Goodson Inc. | Knoxville | TN | 12/2021 | 02/2023 |
| Proffitt & Goodson Inc. | Knoxville | TN | 01/2021 | 12/2021 |
| University Of Iowa | Iowa City | IA | 08/2018 | 12/2019 |
| Ubs | Knoxville | TN | 05/2018 | 08/2018 |
| Houston Astros | Houston | TX | 06/2017 | 07/2017 |
| University Of Tennessee | Knoxville | TN | 08/2013 | 05/2017 |
| Unemployed | Knoxville | TN | 08/2017 | 04/2018 |
| Unemployed | Knoxville | TN | 01/2020 | 12/2020 |
| Raymond James & Associates | Knoxville | TN | 03/2023 | 02/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Knoxville | TN | 02/2025 | 09/2025 |
| Bank Of America, N.A. | Knoxville | TN | 04/2025 | 09/2025 |
| Bolton Global Capital | Bolton | MA | 07/2026 | Present |
| Rover | Knoxville | TN | 10/2025 | 06/2026 |
| Bolton Global Asset Management | Bolton | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-05-24 |
| S65 | Uniform Investment Adviser Law Examination | 2022-03-12 |
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