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1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-03 |
Branch Locations
1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
Melbourne, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Advisers, Inc. | Charlotte | NC | 02/2016 | 06/2021 |
| Facet Wealth, Inc. | Baltimore | MD | 07/2021 | 03/2024 |
| Black Sheep Flight Services | Melbourne | FL | 06/2024 | Present |
| Procyon Advisors, Llc | Melbourne | FL | 06/2025 | Present |
1) Black Sheep Flight Services; Not investment-related; 640 E New Haven Ave, Unit 341, Melbourne, FL 32901; Flight training; Flight Instructor; Provide flight and ground training to students; Approx. 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-03-28 |
| S66 | Uniform Combined State Law Examination | 2008-11-18 |
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