Best Investors
Account
Sign in
Best Investors
Account
Sign in
579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-06-02 |
| FL | RA | APPROVED | 2021-07-14 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Miami | FL | 07/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 07/2021 |
| Bolton Global Capital | Bolton | MA | 07/2021 | Present |
| Bolton Global Asset Management | Bolton | MA | 07/2021 | Present |
1)EXECUTOR FOR AUNT, INV RELATED, MEXICO CITY,MEXICO, START: 4/2009, 10 HOURS PER MONTH/0 DURING TRADING. 2)OWNER AND MANAGER OF JJCV CAPITAL, LLC. ENTITY CREATED TO OPERATE SECURITIES AND ADVISORY BUSINESSES WITH BOLTON. CREATED 7/2024 IN THE STATE OF FLORIDA. CONDUCTED FROM PERSONAL RESIDENCE. SPENDS 2 HOURS PER MONTH OUTSIDE BUSINESS HOURS. NOT INVESTMENT RELATED. 3)LICENSED WITH BOLTON SECURITIES CORPORATION AS AN INVESTMENT ADVISOR REPRESENTATIVE. INVESTMENT RELATED AND CONDUCTED FROM BRANCH LOCATION. 4) Director and Co-Owner of Cano Higbee, LLC, an entity created to hold personal residential property located in Maine. Conducted from 1 Southeast Third Avenue, Suite 2950, Miami Florida 33131. Not investment related and 0 hours spent on activity per month. Entity created in February of 2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-07 |
Reach out to this advisor