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Current Employers
Bolton Securities Corporation

579 Main Street, Bolton, MA 01740 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-30
  • FL RA
    APPROVED
    Since 2025-04-30

Branch Locations

579 Main Street, Bolton, MA 01740 • United States

1441 Brickell Ave Suite 1700, Miami, FL 33131 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Miami FL 11/2011 03/2024
Jpmorgan Chase Bank Miami FL 11/2011 03/2024
M.S. Howells & Co. Scottsdale AZ 07/2024 02/2025
Newera Wealth Advisors Coral Gables FL 06/2024 Present
Bolton Global Capital Bolton MA 02/2025 Present
Bolton Global Asset Management Bolton MA 03/2025 Present
  • 11/2011 → 03/2024
    Miami, FL
  • 11/2011 → 03/2024
    Jpmorgan Chase Bank
    Miami, FL
  • 07/2024 → 02/2025
    M.S. Howells & Co.
    Scottsdale, AZ
  • 06/2024 → Present
    Newera Wealth Advisors
    Coral Gables, FL
  • 02/2025 → Present
    Bolton Global Capital
    Bolton, MA
  • 03/2025 → Present
    Bolton Global Asset Management
    Bolton, MA
Previous Registrations
Other Businesses

1. Owner of four residential rental properties located in Miami, Florida. Victor began renting properties in 2010. Spends approximately 8 hours per month, 0 during trading hours. This activity is no directly investment related and not conducted from Branch location. 2. Victor is registered with Bolton Global Asset Management, an SEC licensed Investment Advisor, as an investment advisor representative. Investment Related and conducted from branch location. This role represents Victor's full-time job, and is balanced with his brokerage business. Operates under DBA NewEra Wealth Advisors Inc. as co-owner and Managing Director. Provided approval as IAR for management of investment accounts outside regular course of business, held at JP Morgan, UBS, Lombard, and Charles Schwab. 3. Co-owner and Managing Director of NewEra Wealth Advisors Inc.. Entity created 04/15/2024 in state of Florida for purpose of operating as DBA and facilitating Bolton investment business. Located at Branch location and is not directly investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-09
S63 Uniform Securities Agent State Law Examination 2006-12-18
  • S65 Uniform Investment Adviser Law Examination
    2018-08-09
  • S63 Uniform Securities Agent State Law Examination
    2006-12-18

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