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1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-10-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2014 | 10/2017 |
| Connecticut Investors Group | Glastonbury | CT | 05/2014 | 10/2017 |
| Procyon Private Wealth Partners, Llc | Shelton | CT | 10/2017 | 12/2021 |
| Procyon Institutional Partners, Llc | Shelton | CT | 10/2017 | 12/2021 |
| Procyon Advisors, Llc | Shelton | CT | 10/2017 | Present |
1) Retirement Advisory Council; Investment Related: Yes; 16A Pasco Drive, East Windsor, CT. 06088; Nature: The Council advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment firms, and plan service providers. Position: Member; Since 7/1/2021; 1 Hour per month; Responsibilities of a professional retirement plan advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-19 |
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