Best Investors
Account
Sign in
Best Investors
Account
Sign in
579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-08-07 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1 Alhambra Plaza Ph Floor - Suite 1435, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Siemens Energy, Inc. | Orlando | FL | 12/2009 | 08/2018 |
| Bolton Global Capital, Bolton Securities Corporation | Bolton | MA | 03/2018 | Present |
| Siemens Energy, Inc | Orlando | FL | 04/2021 | Present |
1) PAUL'S FULL-TIME JOB IS AS A SENIOR PROJECT MANAGER AT SIEMENS ENERGY, A BUSINESS INVOLVED WITH POWER-GENERATION SERVICES AND ENGINEERING. NOT INVESTMENT RELATED. BEGAN 04/06/2020. NOT CONDUCTED FROM BRANCH LOCATION. LOCATED IN ORLANDO, FLORIDA. 2) INVESTMENT ADVISOR REPRESENTATIVE OF BOLTON SECURITIES CORPORATION, PROVIDING ASSET MANAGEMENT SERVICES. TIME SPENT ON ACTIVITY VARIES AND IS BALANCED WITH COMMISSION BASED BROKERAGE BUSINESS. CONDUCTED FROM BRANCH LOCATION AND BEGAN UPON ASSOCIATION WITH BOLTON SECURITIES CORPORATION. 3) OWNER AND CEO OF KAS CAPITAL CORP, ENTITY CREATED TO OPERATE SECURITIES, INVESTMENT ADVISORY, AND INSURANCE BUSINESSES AS AN S-CORP. NOT PUBLIC FACING. INVESTMENT RELATED. CONDUCTED FROM BRANCH LOCATION. TIME SPENT DOES NOT EXCEED 8-HOURS PER MONTH, 4-HOURS DURING TRADING HOURS 4) Co-owner of rental properties that are managed by spouse. Not investment related and not conducted from Branch location.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-23 |
| S65 | Uniform Investment Adviser Law Examination | 2018-06-05 |
Reach out to this advisor