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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 2025-03-07
  • MA RA
    APPROVED
    Since 2025-03-07

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 06/2021 07/2021
Bts Asset Management Lexington MA 03/2022 12/2023
Florida Gulf Coast University Fort Myers FL 08/2018 03/2022
Dover-Sherborn High School Dover MA 09/2014 06/2018
Bts Asset Management Lincoln MA 12/2023 Present
  • 06/2021 → 07/2021
    Bts Asset Management
    Lexington, MA
  • 03/2022 → 12/2023
    Bts Asset Management
    Lexington, MA
  • 08/2018 → 03/2022
    Florida Gulf Coast University
    Fort Myers, FL
  • 09/2014 → 06/2018
    Dover-Sherborn High School
    Dover, MA
  • 12/2023 → Present
    Bts Asset Management
    Lincoln, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-21
  • S66 Uniform Combined State Law Examination
    2023-07-21

View on SEC IAPD

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