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848 Brickell Avenue Ph-5, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-25 |
Branch Locations
848 Brickell Avenue Ph-5, Miami, FL 33131 • United States
579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-05 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Ave Suite 1700, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Miami | FL | 05/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Aventura | FL | 08/2022 | 11/2025 |
| Bolton Global Capital | Bolton | MA | 05/2026 | Present |
| Unemployed | Miami | MA | 11/2025 | 05/2026 |
| Bolton Global Asset Management | Bolton | MA | 05/2026 | Present |
| Ballestas Advisors Llc | Miami | FL | 07/2026 | Present |
Investment Adviser at Bolton Global Asset Management, LLC, a non-affiliated registered investment advisor. Investment-related activity. This activity began in 05/2026, and Martha spends 40 hours per month on it during trading hours. Registered Representative at Bolton Global Capital, LLC, a non-affiliated broker-dealer. Investment-related activity. This activity began in 05/2026, and Martha spends 40 hours per month on it during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-15 |
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