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Advisor at BOLTON GLOBAL ASSET MANAGEMENT
NEW YORK, NY | BOLTON, MA
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 | Dec 7, 2017 | n/a | yes | BOLTON, MA|NEW YORK, NY | Current employment |
| J. SAFRA ASSET MANAGEMENT CORPORATION | Independent wealth | Jun 24, 2015 | Nov 27, 2017 | no | NEW YORK CITY, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J. SAFRA ASSET MANAGEMENT CORPORATION | BOLTON GLOBAL ASSET MANAGEMENT | Nov 27, 2017 | Dec 7, 2017 | 10 | Firm change | Other |