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1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-12-10 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fairfield | CT | 11/2001 | 03/2017 |
| Wells Fargo Clearing Services, Llc | Westport | CT | 03/2017 | 12/2025 |
| Procyon Advisors, Llc | Shelton | CT | 12/2025 | Present |
| Wells Fargo Advisors Financial Network, Llc | Westport | CT | 03/2017 | 12/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2026 | Present |
1) Fixed Insurance; No; At Registered Location; Fixed Insurance; Agent; 12/2025; 5; 5; Sales of fixed/traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-12 |
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