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Advisor at BOLTON GLOBAL ASSET MANAGEMENT
MIAMI, FL | 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 | Jan 9, 2026 | n/a | yes | MIAMI, FL|BOLTON, MA | Current employment |
| MORA CAPITAL MANAGEMENT, LLC | Independent wealth | Mar 4, 2015 | Jan 16, 2026 | no | MIAMI, FL | Previous registration |
| DEUTSCHE BANK SECURITIES INC. | No RAUM reported | Oct 7, 2008 | Feb 18, 2015 | no | MIAMI, FL|MIAMI, FL|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORA CAPITAL MANAGEMENT, LLC | BOLTON GLOBAL ASSET MANAGEMENT | Jan 16, 2026 | Jan 9, 2026 | -7 | Firm change | RIA to RIA |
| DEUTSCHE BANK SECURITIES INC. | MORA CAPITAL MANAGEMENT, LLC | Feb 18, 2015 | Mar 4, 2015 | 14 | Firm change | Other |