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Advisor at BOLTON GLOBAL ASSET MANAGEMENT
BOLTON, MA | MIAMI, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BOLTON GLOBAL ASSET MANAGEMENT | Bd affiliated wealth | Nov 30, 2022 | n/a | yes | MIAMI, FL|BOLTON, MA | Current employment |
| LOYOLA ASSET MANAGEMENT LLC | Other adviser | Mar 7, 2012 | Nov 29, 2022 | no | CORAL GABLES, FL | Previous registration |
| WESTERN INTERNATIONAL SECURITIES | Former SEC adviser | Feb 13, 2012 | Dec 31, 2012 | no | Coral Gables, FL | Previous registration |
| BULLTICK WEALTH MANAGEMENT, LLC | Independent wealth | Jan 29, 2007 | Feb 7, 2012 | no | MIAMI, FL | Previous registration |
| BULLTICK WEALTH MANAGEMENT, LLC | Independent wealth | Sep 28, 2006 | Dec 20, 2006 | no | MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LOYOLA ASSET MANAGEMENT LLC | BOLTON GLOBAL ASSET MANAGEMENT | Nov 29, 2022 | Nov 30, 2022 | 1 | Firm change | RIA to RIA |
| WESTERN INTERNATIONAL SECURITIES | LOYOLA ASSET MANAGEMENT LLC | Dec 31, 2012 | Mar 7, 2012 | -299 | Firm change after gap | Other |
| BULLTICK WEALTH MANAGEMENT, LLC | WESTERN INTERNATIONAL SECURITIES | Feb 7, 2012 | Feb 13, 2012 | 6 | Firm change | Other |