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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-04 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Miami | FL | 03/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 04/2021 |
| Bolton Global Capital | Bolton | MA | 04/2021 | Present |
| Bolton Global Asset Management | Bolton | MA | 04/2021 | Present |
1)Investment Advisor Representative with Bolton Securities Corporation, an SEC licensed IA affiliated with Bolton Global Capital. Investment related and conducted from Branch location. Time spent is balanced with brokerage business, and represents full-time job. Operates business under 'Bolton Global Capital'. Title is 'Investment Portfolio Manager'. Mark is the contact person. 2)Owner and CEO of Van Der Eijk Group, LLC, an entity created for operating securities and investment advisory businesses. Not used for advertising purposes. Not directly investment related. Conducted from Branch location and personal residence. Began 05/13/2021. Management duties of LLC included as full-time job along with with investment services provided. Mark is the contact person. 3)Mark has been insurance licensed since June, 2003, giving him the ability to sell fixed insurance products away from Bolton. This activity is not technically investment related. Mark would conduct sales from his personal residence. Mark is the contact person. Time spent is on a case by case basis depending.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-23 |
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