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Joseph Michael Polychronis

Integrity Advisory Solutions

Dallas, TX

Rochester, NH

CRD 7820641

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Employer firm

Integrity Advisory Solutions CRD 288817

$1.10B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Integrity Advisory Solutions

1445 Ross Ave Fl 55, Dallas, TX 75202 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2026-03-12
NH RA APPROVED 2026-02-27
  • ME RA
    APPROVED
    Since 2026-03-12
  • NH RA
    APPROVED
    Since 2026-02-27

Branch Locations

1445 Ross Ave Fl 55, Dallas, TX 75202 • United States

60 Rochester Hill Rd Ste. 2, Rochester, NH 03867 • 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
Polychronis Financial Services Rochester NH 03/2023 12/2024
Tucker Asset Management Llc Littleton CO 10/2023 Present
Bennys Big Time Pizzeria Wilmington NC 05/2021 10/2022
Fat Bellys Bar And Grill Portsmouth NH 04/2016 01/2019
Wentworth Greenhouses Inc. Rollinsford NH 04/2014 01/2018
Travel Abroad Rollinsford NH 01/2018 05/2019
Sonora Cocina Mexicana Asheville NC 05/2019 10/2020
Sovereign Remedies Asheville NC 10/2020 01/2021
Unemployed Covid-19 Asheville NC 01/2021 05/2021
Natures Way Market South Berwick ME 11/2022 05/2023
Polychronis Wealth Management Rochester NH 01/2025 Present
Integrity Advisory Solutions Rochester NH 02/2026 Present
  • 03/2023 → 12/2024
    Polychronis Financial Services
    Rochester, NH
  • 10/2023 → Present
    Littleton, CO
  • 05/2021 → 10/2022
    Bennys Big Time Pizzeria
    Wilmington, NC
  • 04/2016 → 01/2019
    Fat Bellys Bar And Grill
    Portsmouth, NH
  • 04/2014 → 01/2018
    Wentworth Greenhouses Inc.
    Rollinsford, NH
  • 01/2018 → 05/2019
    Travel Abroad
    Rollinsford, NH
  • 05/2019 → 10/2020
    Sonora Cocina Mexicana
    Asheville, NC
  • 10/2020 → 01/2021
    Sovereign Remedies
    Asheville, NC
  • 01/2021 → 05/2021
    Unemployed Covid-19
    Asheville, NC
  • 11/2022 → 05/2023
    Natures Way Market
    South Berwick, ME
  • 01/2025 → Present
    Polychronis Wealth Management
    Rochester, NH
  • 02/2026 → Present
    Rochester, NH
Previous Registrations
Other Businesses

1.POLYCHRONIS WEALTH MANAGEMENT POSITION: Owner NATURE: Sole Proprietorship under Joe Polychronis. Insurance sales and annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 01/01/2026 ADDRESS: 60 Rochester Hill Rd, Ste 2, Rochester NH 03867-3235, DESCRIPTION: Owner of Sole Proprietorship. 2.POLYCHRONIS FINANCIAL SERVICES POSITION: Consultant NATURE: This is a family owned business, owned by my father. I am not on the payroll of this company, but we do share clients and a website. This company exclusively offers life insurance and annuities. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2023 ADDRESS: 60 Rochester Hill Rd, Ste 2, Rochester NH 03867 DESCRIPTION: Shared clients, Dinner seminars for gaining mutual clients, annuity recommendations, and general office management support.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-14
  • S65 Uniform Investment Adviser Law Examination
    2023-09-14

View on SEC IAPD

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