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1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-08 |
Branch Locations
1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
Brentwood, TN • United States
1 disclosure category 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 | Livonia | MI | 02/2009 | 04/2021 |
| Sigma Planning Corporation | Flint | MI | 02/2009 | 04/2021 |
| Oliver Lagore Vanvalin Investment Group, Inc. | Brentwood | TN | 04/2021 | 12/2025 |
| Ae Financial Services, Llc | Brentwood | TN | 04/2021 | 12/2025 |
| Procyon Advisors, Llc | Brentwood | TN | 12/2025 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Brentwood | TN | 03/2026 | Present |
1) Procyon Advisors, LLC. Investment-related. At registered location. RIA. Financial Advisor. Start date: 12/2025. 160 hrs/ month. 160 during securities trading hours. Provide advice to clients. 2) Fixed insurance. Investment-related. At Registered location. Fixed/Traditional Insurance. Agent. Start date: 12/1/2025. 4 hrs/month. 4 during securities trading hours. Sales of fixed / traditional insurance products 3) JPL Music LLC. Non-investment-related. 11 Camel Ln Brentwood, TN 37027. Music industry. Owner. Start date: 9/28/2020. 5 hrs/ month. 0 during securities trading hours. Make deposits as needed to fund projects.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-17 |
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