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Michael Eligio Kelly

Procyon

Shelton, CT

Virginia Beach, VA

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Current Employers
Procyon

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-05-24
  • VA RA
    APPROVED
    Since 2021-05-24

Branch Locations

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

Virginia Beach, VA • 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
Godsey & Gibb Wealth Management Richmond VA 01/2008 07/2017
G&G Insurance Services, Inc. Richmond VA 01/2009 07/2017
Pivotal Planning Group, Llc Norfolk VA 07/2017 05/2021
Procyon Advisors, Llc Virginia Beach VA 05/2021 Present
  • 01/2008 → 07/2017
    Richmond, VA
  • 01/2009 → 07/2017
    G&G Insurance Services, Inc.
    Richmond, VA
  • 07/2017 → 05/2021
    Pivotal Planning Group, Llc
    Norfolk, VA
  • 05/2021 → Present
    Procyon Advisors, Llc
    Virginia Beach, VA
Previous Registrations
  • 2021-05-26 → 2021-12-31
    Procyon Institutional Partners, Llc
    Virginia Beach, VA
    Shelton, CT
  • 2017-08-03 → 2021-07-27
    Pivotal Planning Group, Llc
    Norfolk, VA
    Melville, NY
  • 2008-01-16 → 2017-07-21
    Virginia Beach, VA
    Richmond, VA
  • 2006-03-22 → 2008-01-08
    Banc Of America Investment Services, Inc.
    Norfolk, VA
  • 2003-09-17 → 2006-03-10
    Norfolk, VA
Other Businesses

1) Tkm Consulting DBA Sefide Global; Investment Related: Yes; 4445 Corporation Drive, 255, Virginia Beach, VA. 23462; Nature: Food & Beauty Product Broker; Share Holder; 2/23/2021; 0 Hours per month. 2) Procyon Risk, LLC; Investment Related: No; 1 Corporate Drive., Suite 225, Shelton, CT. 06484; Nature: Insurance: Partner; 4/20/2022; 0 Hours per month. 3) Procyon Tax, LLC; Investment Related: No; 1 Corporate Drive., Suite 225, Shelton, CT. 06484; Nature: Tax; 4/20/2022; 5 Hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-28
S66 Uniform Combined State Law Examination 2002-09-18
S63 Uniform Securities Agent State Law Examination 1999-09-17
  • S65 Uniform Investment Adviser Law Examination
    2007-12-28
  • S66 Uniform Combined State Law Examination
    2002-09-18
  • S63 Uniform Securities Agent State Law Examination
    1999-09-17
Designations
Other Names
  • Michael E. Kelly
  • Michael Kelly

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