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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-12-14 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Avenue Suite 1700, Miami, FL 33131 • United States
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 |
|---|---|---|---|---|
| Bolton Global Capital | Bolton | MA | 11/2015 | Present |
| Bolton Global Asset Management | Bolton | MA | 11/2015 | Present |
1) Co-owner and managing partner of Perez Wealth Management, LLC, entity set up to act as an s-corp and operate securities and investment advisory businesses. Investment related. Conducted from branch location. Began upon association with current firm. Management duties are balanced with being Investment Advisor. 2) Investment Advisor Representative with Bolton Global Asset Management, doing business as Perez Wealth Management, LLC and acting as Senior Partner. Investment related. Conducted from branch location. Spends approximately 120 hours per month during trading hours. Began upon association with current firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-25 |
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