Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-10-20 |
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 |
|---|---|---|---|---|
| People'S Securities, Inc. | Bridgeport | CT | 09/2014 | 10/2022 |
| Mml Investors Services, Llc | Shelton | CT | 08/2023 | 09/2024 |
| Unemployed | Bridgeport | CT | 11/2022 | 06/2023 |
| People'S United Advisors, Inc. | Bridgeport | CT | 09/2014 | 10/2022 |
| Barnum Financial Group, Llc | Shelton | CT | 08/2023 | 08/2024 |
| Procyon Advisors, Llc | Shelton | CT | 09/2025 | Present |
| Unemployed | N/A | XX | 10/2024 | 08/2025 |
1) Licensed insurance agent; Not investment-related; Shelton, CT, 06484; Insurance sales; Implementation of insurance recommendations; 1 hour per month, 0 during trading hours; Licensed insurance agent 2) Greater Bridgeport Area Prevention Program; Not-investment related; Bridgeport, CT. 06610; Community Service Organization; Board Member; 5/4/1998; 2 hours per month; 0 during trading hours; Serving as Board Chairman.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-14 |
Reach out to this advisor