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Antonio Bentu Rodrigues

Procyon

Shelton, CT

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Current Employers
Procyon

1 Corporate Drive Suite 225, Shelton, CT 06484 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2018-05-17
  • CT RA
    APPROVED
    Since 2018-05-17

Branch Locations

1 Corporate Drive Suite 225, Shelton, CT 06484 • 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
Olson Mobeck Investment Advisors Weathersfield CT 01/2007 03/2018
People'S United Advisors Weathersfield CT 04/2018 05/2018
Procyon Institutional Partners, Llc Shelton CT 05/2018 12/2021
Procyon Advisors, Llc Shelton CT 05/2018 Present
  • 01/2007 → 03/2018
    Olson Mobeck Investment Advisors
    Weathersfield, CT
  • 04/2018 → 05/2018
    People'S United Advisors
    Weathersfield, CT
  • 05/2018 → 12/2021
    Procyon Institutional Partners, Llc
    Shelton, CT
  • 05/2018 → Present
    Procyon Advisors, Llc
    Shelton, CT
Previous Registrations
  • 2018-05-17 → 2021-12-31
    Procyon Institutional Partners, Llc
    Shelton, CT
  • 2005-06-24 → 2018-05-21
    People'S Securities, Inc.
    Brookfield, CT
    Wethersfield, CT
    Bridgeport, CT
  • 2018-04-19 → 2018-05-21
    People'S United Advisors, Inc.
    Wethersfield, CT
Other Businesses

1) Brian R. Summers Irrev Trust fbo Kaitlyn Summers; Investment Related: No; 120 Putney Chapel Way, Stratford, CT. 06614; Trust fbo Grantor's children; Trustee; 11/1/2020; 15 hours spent per month; Duties: To make discretionary distributions to beneficiaries. 2) Brian R. Summers Irrev Trust fbo Troy Summers; Investment Related: No; 120 Putney Chapel Way, Stratford, CT. 06614; Trust fbo Grantor's children; Trustee; 11/1/2020; 15 hours spent per month; Duties: To make discretionary distributions to beneficiaries. 3) Polka Irrev Trust; Investment Related: No; 120 Putney Chapel Way, Stratford, CT. 06614; Educational Trust for Grantor's children; Trustee; 11/1/2022; 5 hours spent per month; Duties: Make distributions based on Trust rules to grandchildren of Joe Polka. 4) Procyon Tax; Investment Related: No; 1 Corporate Drive, Shelton, CT. 06468; Tax prep services; Partner; 4/22/2022; 2 Hours spent per month. 5) Procyon Risk; Investment-related; Same Address; Insurance; Individual Capacity; Approximately 10% of time during the month. 6) Tony Rods Custom Fence LLC; Investment Related: No; 530 S Colony St., Meriden, CT. 06451; Family business conducting installation and repair; Member, CFO; Since 3/1/2025; 4 Hours per month; I have 1/3 ownership of this business alongside my two siblings.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-12-21
S63 Uniform Securities Agent State Law Examination 2001-06-08
  • S65 Uniform Investment Adviser Law Examination
    2004-12-21
  • S63 Uniform Securities Agent State Law Examination
    2001-06-08

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