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1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-07-31 |
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 |
|---|---|---|---|---|
| Procyon Advisors, Llc | Shelton | CT | 07/2017 | Present |
| Ubs Financial Services, Inc. | Stamford | CT | 07/2015 | 06/2017 |
| Procyon Institutional Partners, Llc | Shelton | CT | 07/2017 | 12/2021 |
1) Financial Planning Association; Investment Related: Yes; 1290 Broadway, Suite 1625, Denver, CO. 80203; Industry Group: Member; 8/1/2015; 1 Hour per month; Industry association focused on financial planning. 2) Financial Women's Association; Investment Related: No; 580 Fifth Avenue, Suite 820, New York, NY. 10036; Industry Group; Member; 12/31/2021; 0 Hours per month; Advance the leadership growth and accelerate the success of all women in the financial community. 3) Insurance Sales; Same address; Non-investment related; 6 hours of time spent per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-08 |
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