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1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-24 |
Branch Locations
225 Broadhollow Rd Suite 400E, Melville, NY 11747 • United States
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 |
|---|---|---|---|---|
| Pivotal Planning Group, Llc | Melville | NY | 10/2006 | 05/2021 |
| Procyon Advisors, Llc | Melville | NY | 05/2021 | Present |
1) Trust UWO Carole Mancusi FBO John Mancusi; Investment Related: No; 33 Woodhollow Lane, Fort Salonga, NY. 11768; Nature: Testamentary Trust; Co-Trustee; 12/17/2021; 4 Hours per month; Co-Trustee for the trust created under the Will of Carole Mancusi for the benefit of her son Jack Mancusi. 2) Debra Stern GST & Non GST Trusts; Investment Related: Yes; 33 Woodhollow Lane, Fort Salonga, NY. 11768; Nature: Trust of which I am the Trustee; Trustess; 3/3/2022; 2 Hours per month. 3) Procyon Risk, LLC; Investment Related: No; 225 Broadhollow Road - SUITE 400E, Melville, NY. 11747; Partner; 1/1/2023; 5 Hours per month. 4) Procyon Tax, LLC; Investment Related: No; 225 Broadhollow Road - SUITE 400E, Melville, NY. 11747; Partner; 1/1/2023; 5 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-23 |
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