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1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2018-05-17 |
Branch Locations
1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-08 |
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