Best Investors Account Sign in
Inactive

Jamie E Wilson

Procyon

Melville, NY

Shelton, CT

Claim This Profile
Current Employers
Procyon

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-02-24
NY RA APPROVED 2025-02-24
  • CT RA
    APPROVED
    Since 2025-02-24
  • NY RA
    APPROVED
    Since 2025-02-24

Branch Locations

225 Broadhollow Rd Suite 400E, Melville, NY 11747 • United States

1 Corporate Drive Suite 225, Shelton, CT 06484 • 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
Merrill Edge Lincoln RI 06/2016 06/2018
Loring Advisory Group Smithfield RI 06/2018 10/2024
Procyon Advisors, Llc Melville NY 02/2025 Present
Unemployed N/A NY 11/2024 01/2025
  • 06/2016 → 06/2018
    Merrill Edge
    Lincoln, RI
  • 06/2018 → 10/2024
    Loring Advisory Group
    Smithfield, RI
  • 02/2025 → Present
    Procyon Advisors, Llc
    Melville, NY
  • 11/2024 → 01/2025
    Unemployed
    N/A, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-08-12
  • S63 Uniform Securities Agent State Law Examination
    2016-08-12
Designations

View on SEC IAPD

More in Melville, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor