JAMES THEOCHARIS DIMOS is an investment adviser representative (IAR) with state registration records since 2007, appearing at 7 firms. Currently registered with ADVISORY RESOURCE GROUP, LLC, LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2022-08-03 | present | Yes |
| ADVISORY RESOURCE GROUP, LLC | 2020-02-21 | present | Yes |
| NORTHEAST PLANNING ASSOCIATES, INC. | 2017-10-16 | 2020-02-18 | — |
| MML INVESTORS SERVICES, LLC | 2017-03-25 | 2017-10-10 | — |
| MARINER MANAGED ACCOUNT SOLUTIONS, LLC | 2015-03-16 | 2018-01-25 | — |
| MSI FINANCIAL SERVICES, INC. | 2015-01-02 | 2017-03-25 | — |
| NEW ENGLAND SECURITIES | 2007-02-26 | 2015-01-02 | — |