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1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-25 |
| CT | RA | APPROVED | 2022-06-02 |
Branch Locations
575 5Th Ave 14Th Floor, New York, NY 10017 • United States
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 | New York | NY | 10/2021 | Present |
| Ameriprise Financial Services Llc | La Crosse | WI | 06/2020 | 08/2020 |
| Applebee'S Bar And Grill | La Crosse | WI | 05/2019 | 08/2019 |
| The Gap | Madison | WI | 02/2019 | 05/2019 |
| Shenanigans | La Crosse | WI | 05/2018 | 08/2018 |
| Altra Federal Credit Union | La Crosse | WI | 09/2015 | 08/2017 |
| University Of Wisconsin-Madison | Madison | WI | 08/2017 | 06/2021 |
| Central High School | La Crosse | WI | 01/2012 | 05/2017 |
| Unemployed | Unemployed | WI | 07/2021 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-02 |
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