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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-07-18 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Avenue Suite 1700, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bolton Global Capital | Bolton | MA | 06/2016 | Present |
| Bolton Global Asset Management | Bolton | MA | 06/2016 | Present |
1) Investment Advisor Representative of Bolton Securities Corporation. Conducted under DBA name DV Wealth Management and title as Managing Partner. Investment related. Conducted from branch location. Spending varying hours per month on this activity during trading hours and outside trading hours. Began activity upon associating with firm in June, 2016. 2) Owner and operator of Ducartan, LLC, entity set up to facilitate tax reporting for business expenses. Not investment related. Conducted from branch location. Spending less than one hour per month on activity during and outside trading hours. Established LLC February, 2017.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-30 |
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