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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 | Dec 3, 2019 | n/a | yes | MIAMI, FL|BOLTON, MA | Current employment |
| MORGAN STANLEY | Wirehouse | Oct 27, 2010 | Nov 5, 2019 | no | New York, NY|New York, NY | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 22, 2004 | Oct 4, 2010 | no | NEW YORK, NY|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | BOLTON GLOBAL ASSET MANAGEMENT | Nov 5, 2019 | Dec 3, 2019 | 28 | Firm change | Wirehouse to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Oct 4, 2010 | Oct 27, 2010 | 23 | Firm change | Wirehouse to wirehouse |