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1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-08 |
Branch Locations
1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
38705 Seven Mile Rd Suite 155, Livonia, MI 48152 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington National Bank | Macomb Township | MI | 06/2004 | 05/2021 |
| Oliver Lagore Vanvalin Investment Group, Inc. | Flint | MI | 05/2021 | 12/2025 |
| Ae Financial Services, Llc | Rochester | MI | 05/2021 | 12/2025 |
| Procyon Advisors, Llc | Livonia | MI | 12/2025 | Present |
1) Licensed insurance agent; Not investment-related; 38705 Seven Mile Rd, Suite 155, Livonia, MI, 48152; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-14 |
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