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George William Platt

Bts Asset Management, Inc.

Lincoln, MA

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Current Employers
Bts Asset Management, Inc.

55 Old Bedford Road Suite 203, Lincoln, MA 01773 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2008-01-17
  • MA RA
    APPROVED
    Since 2008-01-17

Branch Locations

55 Old Bedford Road Suite 203, Lincoln, MA 01773 • 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
Bts Asset Management Lexington MA 05/2006 Present
Bts Securities Corporation Lexington MA 05/2006 Present
  • 05/2006 → Present
    Bts Asset Management
    Lexington, MA
  • 05/2006 → Present
    Bts Securities Corporation
    Lexington, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-02-24
S63 Uniform Securities Agent State Law Examination 2006-08-21
  • S65 Uniform Investment Adviser Law Examination
    2007-02-24
  • S63 Uniform Securities Agent State Law Examination
    2006-08-21

View on SEC IAPD

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Other Offices

PEAR TREE PARTNERS, LP · LINCOLN, MA
PEAR TREE ADVISORS, INC. · LINCOLN, MA
U. S. BOSTON CAPITAL CORPORATION · LINCOLN, MA
FIDUCIARY TRUST INTERNATIONAL, LLC · LINCOLN, MA
ROBERTSON STEPHENS · Lincoln, MA
U. S. BOSTON CAPITAL CORPORATION · LINCOLN, MA
PEAR TREE ADVISORS, INC. · LINCOLN, MA
LPL FINANCIAL LLC · HANSCOM A F B, MA

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