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Henry S. Walker

BTS SECURITIES
Lincoln, MA 01773
Some features on this profile are disabled
CRD#: 7341689
HW

Professional summary

Henry Samuel Walker is a registered financial professional currently at BTS SECURITIES CORPORATION located in Lincoln, Massachusetts.

Henry is registered as a RR (Registered Representative) and started their career in finance in 2021. Henry has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Henry Samuel Walker's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 17, 2025 - Present

BTS SECURITIES CORPORATION

Office #1: 55 Old Bedford Road Suite 203, Lincoln, MA 01773
BD
CRD#: 8328
Lincoln, MA
Past

November 30, 2023 - October 1, 2024

ICAPITAL MARKETS LLC

BD
CRD#: 118219
Birmingham, AL
Past

August 6, 2021 - November 30, 2023

SIMON MARKETS LLC

BD
CRD#: 290965
Birmingham, AL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 9/4/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/9/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/6/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/29/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

BS
BTS SECURITIES CORPORATION
BOND TIMING SECURITIES CO. | BTS SECURITIES CORPORATION | BOND TIMING SECURITIES CORPORATION

CRD#: 8328 / SEC#: , 8-26818

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
55 Old Bedford Road Suite 203, Lincoln, MA 01773
Mailing Address
55 Old Bedford Road Suite 203, Lincoln, MA 01773
Phone number
(781) 863-2545
Established
Massachusetts since 01/28/1981
Firm type
Corporation
Fiscal year end
July
Firm Size
Small
# of Employees

FINRA licenses (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PASTS, MATTHEW ALEXANDERPRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, DIRECTOR2132031
PASTS, VILISDIRECTOR357593

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BTS SECURITIES CORPORATION

CRD#: 8328Lincoln, MA 01773

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