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265 Franklin Street Suite 401, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-10-19 |
| TX | RA | APPROVED | 2020-10-16 |
Branch Locations
265 Franklin Street Suite 401, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Boston | MA | 05/2009 | 10/2020 |
| Private Client Services | Boston | MA | 10/2020 | Present |
| Mayflower Financial Advisors, Llc | Boston | MA | 10/2020 | Present |
(1) 2JG LLC. Investment Related. 84 Mandalay Rd, Newton, MA. Entity for passive investing in private securities and real estate. 1 hour per month/during securities trading hours. Duties relating to the business are limited to passive investing and are minimal. (2) American Retirement Association. Not Investment Related. 4401 Fairfax Drive, #600, Arlington, VA, 22203. Industry association providing continuing education and legislative & regulatory information. Board member, Ex-Oficio Member, Member of Nominating Committee. 1 hour per month/during securities trading hours. Governance of industry association and stay abreast of industry trends and important issues affecting industry. (3) Mr. Dimitriou is dually-registered with Mayflower Financial Advisors, LLC ("Mayflower") and Private Client Services, LLC ("PCS"). [IAR] has served as an investment advisor representative for Mayflower and a registered representative with PKS since 10/2020. Business is conducted from 265 Franklin Street, Suite 401, Boston, MA, 02110. Approximately 90% of Mr. Dimitriou's time is for services as an investment advisor representative and the balance as a registered representative. (4) Licensed Insurance Professional; same address; less than 10% of business time. (5) Perselena Holdings, LLC; same address; 0 number or hours; Managing (and sole) member of Perselena, passive investor/limited partner in Arris Burlington; Personal investment only LLC owned 100% by me. Passively investing exclusively into Arris Burlington Retail, LLC, a private real estate fund
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-15 |
| S65 | Uniform Investment Adviser Law Examination | 1997-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-25 |
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