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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-10 |
| FL | RA | APPROVED | 2021-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Miami | FL | 01/2018 | 03/2018 |
| Unemployed | Miami | FL | 09/2017 | 12/2017 |
| Arbitral Finance | Miami | FL | 03/2017 | 08/2017 |
| Northeastern University | Boston | MA | 01/2016 | 02/2017 |
| Wells Fargo Clearing Services, Llc | Weston | FL | 05/2018 | Present |
| Bolton Global Capital | Bolton | MA | 03/2021 | Present |
| Bolton Global Asset Management | Bolton | MA | 03/2021 | Present |
1) Milton is also registered as an Investment Advisor Representative with Bolton Securities Corporation an SEC licensed Investment Advisor, acting as an 'International Registered Client Associate' under 'Bolton Global Capital'. This represents Milton's full-time job and is balanced with his role as a Registered Representative. 2) Co-owner of Ceotto Holdings, LLC, a family related real estate holding company established in Florida that owns a rental property in Florida. Start date January 2018. Not conducted from Branch location. Milton is contact person. Spends zero hours on this activity per month. 3) Co-owner of Sauzalito Plazas Inc., a family related real estate holding company established in Florida that owns residential property located In Florida. Start date January 2018. Not conducted from Branch location. Milton is contact person. Spends zero hours on this activity per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-21 |
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