Best Investors
Account
Sign in
1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-06-25 |
Branch Locations
Little Falls, NJ • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Hartford | CT | 05/2012 | 05/2017 |
| Procyon Institutional Partners Llc | Little Falls | NJ | 06/2017 | 12/2021 |
| Procyon Advisors, Llc | Little Falls | NJ | 06/2017 | Present |
Insurance Sales; Same address; Non-investment related; 5 hours spent per month in this capacity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-27 |
Reach out to this advisor