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55 Old Bedford Road Suite 203, Lincoln, MA 01773 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 1994-04-12 |
Branch Locations
420 Bedford St. Suite 340, Lexington, MA 02420 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bts Securities Corporation | Lexington | MA | 10/1999 | 03/2018 |
| Bts Asset Management | Lexington | MA | 01/1998 | Present |
BTS Asset Management. Portfolio Analysis and research. 20 hours per week devoted. HUNTER CREEK REAL ESTATE COMPANY. OWN RENTAL PROPERTY. LESS THAN 1% OF TIME DEVOTED TO THIS OUTSIDE OF BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1979-12-08 |
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