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1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
Wellington, FL • 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 |
|---|---|---|---|---|
| Crest Investment Partners Llc | Palm Beach | FL | 01/2012 | 12/2016 |
| Cypress Capital Group | Palm Beach | FL | 01/2012 | 11/2016 |
| Alpha Quant Advisors, Llc | Irving | TX | 12/2016 | 06/2020 |
| Cypress Capital Group | Wellington | FL | 07/2020 | 03/2025 |
| Alpha Quant Models Llc | Wellington | FL | 06/2020 | Present |
| Procyon Advisors, Llc | Wellington | FL | 03/2025 | Present |
1) Alpha Quant Models LLC; Investment-related; Wellington, FL 33414; Operating entity set up to be in the business of licensing quantitative investment strategies; Start date: 06/2020; Design, develop, and enhance investment strategies using financial databases and portfolio analytics; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-05 |
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