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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-03-12 |
| NH | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-14 |
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