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1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-10 |
Branch Locations
1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
3127 Davenport Avenue Suite B, Saginaw, MI 48602 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Saginaw | MI | 08/2015 | 09/2023 |
| Sigma Planning Corporation | Saginaw | MI | 09/2015 | 09/2023 |
| Oliver Lagore Vanvalin Investment Group, Inc. | Saginaw | MI | 10/2023 | 12/2025 |
| Ae Financial Services, Llc | Saginaw | MI | 10/2023 | 10/2025 |
| Procyon Advisors, Llc | Saginaw | MI | 12/2025 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Saginaw | MI | 12/2025 | Present |
1.) Walker Insurance Agency/Walker Agency of MI POSITION: Solicitor NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE 04/01/2018 ADDRESS: 250 S. Main Street, Augres, MI 48703 DESCRIPTION: Commercial and Personal Lines of Property and Casualty Insurance 2.) Tiger Jones Outdoors LLC POSITION: Sole Member/Owner NATURE: Farming INVESTMENT RELATED: NO NUMBER OF HOURS: 20-25 SECURITIES TRADING HOURS: 0 START DATE 05/15/2019 ADDRESS:1833 Jennifer Lane, St. Helen, MI 48656 DESCRIPTION: Farming, Food plots, Hunting blinds, Land Maintenance, Customer Service 3.) St Helen Cabin Masters LLC POSITION: Sole Member/Owner NATURE: Lawn and Landscape INVESTMENT RELATED: NO NUMBER OF HOURS: 10-15 SECURITIES TRADING HOURS: 0 START DATE 08/18/2022 ADDRESS:1833 Jennifer Lane, St. Helen, MI 48656 DESCRIPTION: Lawn and Landscaping, Customer Service 4) William Jones is dually registered as an investment advisor representative with Procyon Advisors, LLC ("Procyon") and as a registered representative with Purshe Kaplan Sterling Investments, Inc. ("PKS") since 12/2025. Business is conducted from 3127 Davenport Avenue, Suite B, Saginaw, MI, 48602. Approximately 90% of Mr. Jones's time is dedicated to activities as an investment advisor representative of Procyon, with the balance as a registered representative of PKS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-25 |
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