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1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
Branch Locations
1 Corporate Drive Suite 225, Shelton, CT 06484 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bethesda | MD | 05/2009 | 10/2022 |
| Wells Fargo Clearing Services, Llc | Bethesda | MD | 11/2016 | 10/2022 |
| Procyon Advisors, Llc | Fulton | MD | 11/2022 | Present |
1) Krama, LLC; Investment Related: No; 3909 Canterbury Road, Baltimore, MD. 21218; Entity used for participation in passive, private investments; Owner; 9/19/2016 less than 1 Hour spent per month; Currently participates in one hard money loan and one non-voting shareholder interest. 2) Quorum Recycling, LLC; Investment Related: 3909 Canterbury Road, Baltimore, MD. 21218; Created to facilitate partnerships between US and non-US based recycling businesses; 50% Owner; 3/21/2024; 1 Hour spent per month. 3) Insurance Sales; Not Investment Related; Same Address; 5% of time spent per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-18 |
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