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1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-26 |
Branch Locations
225 Broadhollow Rd Suite 400E, Melville, NY 11747 • 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 | Melville | NY | 08/2025 | Present |
| Nationwide Mortage Bankers | Rockville Centre | NY | 07/2023 | Present |
| Intercontinental Capital Group | Rockville Centre | NY | 03/2015 | 07/2023 |
1) Nationwide Mortgage Bankers; Not investment-related; 100 Merrick Rd, 516E, Rockville Centre, NY 11570; Residential mortgage banking; Sales Manager; Origination, submission and closing of residential mortgages; 10% of time during the month. 2) The Agency; Not investment-related; 229 Main St., Huntington, NY 11743; Real estate brokerage; Real Estate Agent; Origination of clients for sales and listings of residential properties; 5% of time during the month. 3) Licensed insurance agent; Not investment-related; 419 W Fulton St, Long Beach, NY 11561; Insurance sales; Implementation of insurance recommendations; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-12 |
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