Enrique Ortega

Current Employers

Employment History

• 09/2013 → 04/2023
  Citigroup
  Miami, FL
• 04/2023 → Present
  Bolton Globcal Capital
  Miami, FL
• 04/2023 → Present
  Bolton Securities Corp
  Miami, FL

Previous Registrations

• 2013-11-05 → 2023-05-05
  Citigroup Global Markets Inc.
  Miami, FL
  Miami, FL
  Miami, FL
  New York, NY
  Miami, FL
  Miami, FL
  Miami, FL
• 2012-02-27 → 2013-09-17
  Valley Financial Management, Inc.
  Aventura, FL

Other Businesses

1)Owner of Skyline Legacy, LLC, entity created 04/2023 in the state of Florida. Used for operating Bolton securities and investment advisory services. Not investment related. Conducted from Branch location. Minimal hours spent per month on managing the administrative entity. 2) Co-owner of The Silver S Investments LLC; personally investment-related; Co-owns 280 Plant, LLC; Started: 7/8/2022; Title: Partner; Minimal oversight required as the properties have a property manager; 1 hour devoted each month outside of securities trading hours; 3) Co-owner of 280 Plant LLC through The Silver S Investments, LLC; personally Investment-related; Nature:real estate holding company that owns rental property in Winter Garden, Florida; Started: 2/6/2023; Title: Member; Duties: Member of the LLC. No active duties. ; 1 hour is devoted each month outside of securities trading hours. 4) Co-owner of Ortega Family Legacy LLC; personally investment-related; Miami, FL; Affiliation started on 04/16/2021; Title: Owner. Owns residential rental properties with multiple units located in Daytona Beach and Holly Hill. 1 hour devoted each month outside securities trading hours. 5) Rental Property - Weston, FL; personally investment-related; Affiliation started 11/12/2014; Title: Owner; Duties: Collect rent and maintain the property in good order; No time is devoted to the rental each month during or outside of security trading hours. 6) Rental Property (20 NE 50th St) - Miami, FL; personally investment-related; Started: 4/15/2023; Title: Owner; Duties: Collect payments - Will have an active property manager who is not me. ; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. 7) Inversiones Turisticas Mendiguaca SA; Real Estate Development; Investment-related; Mendihuaca, Magdalena, Colombia; Affiliation started on 11/30/2020; Title: Owner; Duties: Owner; 0 hours devoted each month during securities trading hours; 4 hours devoted each month outside securities trading hours. 8) Insurance Agent; licensed for the sale of annuities and life insurance since 8/2023. Enrique will also sell kidnapping & ransom insurance for a referral fee . Conducts business from branch address, spends approximately 4 hours a month on this activity both during and after security trading hours. Sales are provided on an as needed basis. Not investment related. 9) Enrique is the author of a book about financial education. Not investment related. The book was published 10/01/2024 and is available for public purchase. The title is "Gestion Patrimonial 10.0". 0 hours spent per month, outside or during trade hours. 10) Licensed IAR with Bolton Securities corporation, providing investment advisory services. Conducted from branch location and is investment related. Service is provided under 'PWA Family Office' DBA name. Title is 'Managing Partner' / 'Senior Financial Advisor'. As of 02/18/2026 Enrique is approved for providing advisory services on outside custodians, including Banamex Mexico, BBVA Mexico, JP Morgan Private Bank, and Santander.

Exams

• S66 Uniform Combined State Law Examination
  2012-02-24