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Terry Lee Crawford

Procyon

Shelton, CT

Chesapeake, VA

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Current Employers
Procyon

1 Corporate Drive Suite 225, Shelton, CT 06484 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-05-24
  • VA RA
    APPROVED
    Since 2021-05-24

Branch Locations

1 Corporate Drive Suite 225, Shelton, CT 06484 • United States

Chesapeake, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tull Financial Group, Inc. Chesapeake VA 09/2004 07/2018
America'S Auto Auction Virginia Beach VA 05/2019 10/2019
Pivotal Planning Group Virginia Beach VA 12/2019 05/2021
Regent University Virginia Beach VA 09/2017 05/2021
Procyon Advisors, Llc Chesapeake VA 05/2021 Present
Procyon Institutional Partners, Llc Chesapeake VA 05/2021 12/2021
  • 09/2004 → 07/2018
    Chesapeake, VA
  • 05/2019 → 10/2019
    America'S Auto Auction
    Virginia Beach, VA
  • 12/2019 → 05/2021
    Pivotal Planning Group
    Virginia Beach, VA
  • 09/2017 → 05/2021
    Regent University
    Virginia Beach, VA
  • 05/2021 → Present
    Procyon Advisors, Llc
    Chesapeake, VA
  • 05/2021 → 12/2021
    Procyon Institutional Partners, Llc
    Chesapeake, VA
Previous Registrations
  • 2021-05-26 → 2021-12-31
    Procyon Institutional Partners, Llc
    Virginia Beach, VA
    Shelton, CT
  • 2019-12-02 → 2021-07-27
    Pivotal Planning Group, Llc
    Melville, NY
    Virginia Beach, VA
  • 2016-09-26 → 2018-07-30
    Chesapeake, VA
Other Businesses

Peleton Entertainment, LLC; Not Investment Related: 1369 Auburn Hill Drive, Chesapeake, VA. 23320; Position: CFO; Since 1/1/2024; 5 hours per month; Keeping the books and preparing books for accountant.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-26
  • S65 Uniform Investment Adviser Law Examination
    2016-09-26
Designations
Other Names
  • Terry Beuker Crawford

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