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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Avenue Suite 1700, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Fort Lauderdal | FL | 01/2016 | 10/2016 |
| Bolton Global Capital | Miami | FL | 10/2016 | Present |
| Bolton Global Asset Management | Bolton | MA | 01/2018 | Present |
1) Owner of AAA Investment Solutions, Inc., entity used as s-corp in order to pass personal income through. Conducted from personal home or branch location. No substantial time committed to management of entity. Created June, 2017. 2) Investment Advisor Representative of Bolton Global Asset Management. Investment related. Role is balanced with role as Registered Representative. Lucas was approved April 2024 to manage assets at Charles Schwab, an activity outside his regular course of business. 3) Owner and Manager of RT Assets LLC. LLC was established in Florida. Purpose of LLC is to purchase real estate purposes for personal investment purposes only. Began 3/3/2025. Conducted from branch location. Lucas is contact person. 4) Co-owner and Manager of Assurance Corporate Services LLC. Entity established 04/2025 in state of Florida. Purpose of entity is to facilitate offshore corporate filings and services. Conducted from Branch location. Not investment related. 0 to 5 hours spent per month outside business hours. https://assurancecorporate.com/
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-25 |
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