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Current Employers
Bolton Securities Corporation

579 Main Street, Bolton, MA 01740 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-08-18
  • TX RA
    APPROVED
    Since 2020-08-18

Branch Locations

501 Crawford St, Houston, TX 77002 • United States

12510 Cutten Road, Houston, TX 77066 • United States

579 Main Street, Bolton, MA 01740 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tudor, Pickering, Holt & Co. Securities, Inc. Houston TX 01/2015 05/2020
Bolton Global Capital Bolton MA 05/2020 02/2026
Bolton Global Asset Management Bolton MA 08/2020 Present
  • 01/2015 → 05/2020
    Tudor, Pickering, Holt & Co. Securities, Inc.
    Houston, TX
  • 05/2020 → 02/2026
    Bolton Global Capital
    Bolton, MA
  • 08/2020 → Present
    Bolton Global Asset Management
    Bolton, MA
Other Businesses

1)Co-owner and Member of B-B Champions Ventures, LLC, a real estate holding company that owns and sells residential properties in Houston, TX and invests passively in other private real estate investments. Dean conducts this activity from his home address. Began this activity 08/10/2016. Spends two hours per month, minimal during trading hours. Utilized as a personal private investment. Investment related to the extent that this is Rep's personal private investment vehicle. 2)Co-owner and Member of BBCV 725, LLC, a real estate holding company that owns a commercial building located in Houston, TX. Dean conducts this activity from his home address. Began this activity 06/15/2017. Spends 1 hour per month outside of trading hours only. Utilized as a personal private investment. Investment related to the extent that this is Rep's personal private investment vehicle. 3) Owner of Burke Advisory Company, LLC, created November 2020 in the state of Texas. Used for accounting purposes and owns `Crane Capital Management, LLC’. Less than 1-hour spent per month. Not directly investment related. 4) Co-owner and Manager of Burro Cottages, LLC. Entity is used to own and rent cottages. Not investment. Established June 2022. 1-hour is spent per month outside trading hours. Dean conducts this activity from his Branch location, and is contact person. 5) Co-owner and Manager of Burke-Demaret Holdings, Inc., entity used as parent company for owning Champions Acquisitions 2021, LLC and subsidiaries. Created December 2022 during restructuring. Not investment related and not conducted from Branch location. No hours spent on activity. 6) Co-owner and authorized party of Champions Acquisition 2021, LLC, entity created to purchase and own Champions Golf Club, Inc., an approved private securities transaction. Conducted from Branch location. Established August 6th, 2021. No hours spent on activity. 7) Co-owner and President of Champions Golf Club, Inc., a private golf club located in Houston, TX. Not investment related and not located at Branch location. Spends 40 hours per month on activity, 32 during trading hours. Began October 1, 2021. Makes high-level decisions for club. Additionally, the company maintains an investment account at Bolton Global Capital for personal investments. 8) Co-owner and Manager of Burke-Demaret, LLC, an entity with no activity.. Not investment related and not conducted from Branch location. No hours spent on activity. 9) Regional Board Member for First Financial Bank. Began this role 7/9/2024 in Kingwood Texas. Please review FFIN.COM regarding bank. Spends 4 hours per month, 2 hours during business hours. Not investment related. Dean provides oversight and comment regarding bank's monthly and YTD financial performance, loan quality, allowance for losses, management performance, customer service standards, and prospect pipelines. 10) Managing Director for Crane Capital Group, starting 06/01/2026. Dean provides consulting services to a family office, including consulting on investments. Activity takes place from business locations and personal residence. Spends 80 hours per month on activity, 60 hours spent during trading hours. 11) Managing Director and owner of Crane Capital Management, LLC, starting 7/24/2026. Dean is owner of this LLC through his ownership of Burke Advisory Company, LLC. Purpose of this LLC is to operate Dean’s advisory business, including use as a DBA. Not directly investment related. Conducted from Business locations. Spends 20 hours per month on activity, 15 during business hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-17
S63 Uniform Securities Agent State Law Examination 2009-11-24
  • S65 Uniform Investment Adviser Law Examination
    2020-08-17
  • S63 Uniform Securities Agent State Law Examination
    2009-11-24

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