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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-12 |
Branch Locations
348 Washington Street, Wellesley Hills, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bts Securities Corporation | Lexington | MA | 03/2014 | 03/2022 |
| Bts Securities Corporation | Lexington | MA | 03/2022 | 07/2023 |
| Bts Asset Management Inc. | Lexington | MA | 03/2014 | 03/2022 |
| Bts Asset Management Inc. | Lexington | MA | 03/2022 | 07/2023 |
| Potomac Fund Management | Miami | FL | 08/2023 | 02/2024 |
| Edward Jones | St. Louis | MO | 09/2024 | Present |
| Unemployed | Natick | MA | 02/2024 | 09/2024 |
"Tempus Unlimited - Milana Shilman Type: Date: 03/11/24 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Hourly Pay City-State: Natick MA" *** Town of Natick Natick, MA Start date: 7/1/2025 Finance Committee Member Hours per week: 0 Hours during trading: 0 Desc: 1 of 15 committee members. This is an advisory committee. Makes recommendations to the Town Board of Selectman. ***
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-18 |
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