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1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-11-04 |
Branch Locations
8161 Maple Lawn Blvd, Fulton, MD 20759 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Baltimore | MD | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Baltimore | MD | 11/2016 | 10/2022 |
| Procyon Advisors, Llc | Fulton | MD | 11/2022 | Present |
1) Insurance Sales; Same address; Non-investment related; Since 9/9/2022; 10 hours spent per month in this capacity. 2) SK Consulting Solutions; Investment Related: No; 8840 Falcon Ridge Dr. Lower Level, Randallstown, MD. 21133; CEO/Owner (100%); Since 1/17/2025; 20 Hours per week; Duties: Review financial systems to identify discrepancies and inefficiencies. Clean up financial applications not limited to QuickBooks, re-label inflows and outflows for proper categorization and accuracy, reconcile all business processes are adequately related, and provide a monthly/quarterly review of the financial health of the business. Provide constructive feedback for potential opportunities or efficiencies. 3) Israel Jalen Tate Revoc Trust; Investment Related: Yes; 8840 FALCON RIDGE DR, Randallstown, MD. 21133; Nature: Managing investments for a child; Position: Trustee; Since 10/30/2024; 2 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-25 |
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