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Paul Logan Herrick

Bolt Wealth Management LLC

Clovis, CA

Clovis, CA

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Current Employers
Bolt Wealth Management Llc

Clovis, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

Clovis, CA • United States

Clovis, CA • 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
Principal Life Ins Co Fresno CA 09/2010 09/2017
Princor Financial Services Corp Fresno CA 09/2010 09/2017
Bolt Wealth Management Llc Clovis CA 09/2017 Present
Principal Securities, Inc. Fresno CA 09/2010 09/2017
Previous Registrations
Other Businesses

***OUTSIDE INSURANCE, SELLING DISABILITY INSURANCE THROUGH VARIOUS CARRIERS, SELLING HEALTH INSURANCE, AND LIFE INSURANCE 5/19/11.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-17
S63 Uniform Securities Agent State Law Examination 2010-11-10
  • S65 Uniform Investment Adviser Law Examination
    2015-12-17
  • S63 Uniform Securities Agent State Law Examination
    2010-11-10

View on SEC IAPD

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