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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-05-29 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Avenue Suite 1700, Miami, FL 33131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bolton Global Capital | Bolton | MA | 04/2015 | Present |
| Bolton Global Asset Management | Bolton | MA | 04/2015 | Present |
1) Licensed to sell fixed insurance products. Conducted from branch office and is investment related. Conducted under personal name. Began 10/2015. Is not spending more than 1 hour per month on activity. 2) Referral agreement with The Orange Group Real Estate Corp., providing referrals on a case by case basis. Business operates from 178 Giralda Avenue, Coral Gables FL 33134. Began activity May, 2016 and spends less than one hour per month outside of business hours. Not investment related. Arrangement includes Florida real estate license as sales associate. 3) Investment Advisor Representative with Bolton Global Asset Management, doing business as Miami Private Capital Partners. Spends approximately 4-8 hours per month of trading hours on activity. 4) Owner and President of Miami Private Capital Partners, Inc., entity established 2018 in Florida to operate securities and investment advisory businesses by acting as pass-through entity. Public facing. Not investment related. Conducted from Branch location. Rep is contact person. 5) Co-owner with spouse of rental property located in Cadiz, Spain. Not investment. Not conducted from Branch location. 1-hour spent per month, potentially during trading hours. 6) Co-owner with spouse of INVERSIONES LAMASCA 78, established 10/24/2024. Entity is used to own personal properties for estate planning purposes. Not investment related. Not conducted from Branch location. 1-hour spent per month, potentially during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-25 |
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