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121 Portland Street Unit 1004, Boston, MA 02114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2011-08-16 |
Branch Locations
121 Portland Street Unit 1004, Boston, MA 02114 • 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 |
|---|---|---|---|---|
| Boston Investment Advisors, Llc | Boston | MA | 08/2011 | Present |
1) PANOS FINANCIAL PARTNERS. OWNER. RIA, INVESTMENTS, PORTFOLIO MANAGEMENT, RETIREMENT PLANNING. BOSTON, MA. PERFORM FINANCIAL ADVISORY SALES AND SERVICE. START DATE 8/2011. 2) PAYCHEX. BOSTON, MA. AID IN THE IMPLEMENTATION OF EMPLOYEE SELF DIRECTED 401K'S THROUGH PAYCHEX. INVESTMENT RELATED. 6-10 HOURS DURING BUSINESS HOURS. START DATE 01/2005. 3) LIFE INSURANCE SALES AND SERVICE. 4) LYONESS AMERICA. NON INVESTMENT RELATED. CUSTOMER CASHBACK CARD AND LOYALTY DEBIT CARD FOR MERCHANTS. SALES. 6-10 HOURS PER MONTH DURING BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-31 |
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