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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Washington | DC | 09/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 11/2016 | 03/2021 |
| Bolton Global Capital | Bolton | MA | 03/2021 | Present |
| Bolton Global Asset Management | Bolton | MA | 03/2021 | Present |
1) Erick is also registered as an Investment Advisor Representative with Bolton Securities Corporation, an SEC licensed Investment Advisor, acting as an 'Managing Partner under 'Mejia Capital Global Wealth Management'. This represents Erick's full-time job and is balanced with his role as a Registered Representative. Conducted from Branch location. 2) Owner and Manager of Mejia Capital, LLC, DBA Mejia Capital Global Wealth Management. Entitiy created to operate securities and investment advisory businesses, including marketing purposes. Not directly investment related. Conducted from Branch location. Spends no more than 2 hours per month during business hours. 0 hours spent outside business hours. 3) Erick is licensed to sell fixed insurance products since 1998. This activity is not directly investment related but may apply to his Bolton clients. Spends zero hours per month actively soliciting insurance products and does not advertise this activity. May or may not sell products from his Branch location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-05 |
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