Daniel Gary Limmer

Current Employers

Employment History

• 11/1994 → 06/2021
  Innovative Planning Services
  Woodbury, NY
• 02/2012 → 06/2021
  American Portfolios Financial Services, Inc
  Holbrook, NY
• 06/2021 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Boca Raton, FL
• 06/2021 → Present
  Procyon Advisors, Llc
  Boca Raton, FL
• 06/2021 → Present
  Procyon Institutional Partners, Llc
  Boca Raton, FL

Previous Registrations

• 2021-06-08 → 2021-12-31
  Procyon Institutional Partners, Llc
  Melville, NY
  Shelton, CT
  Boynton Beach, FL
• 2012-02-08 → 2021-06-09
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2010-01-04 → 2010-06-09
  N.N.A.I.A
  Woodbury, NY

Other Businesses

1) Planning Solutions, LLC - Investment Related - 425 Broadhollow Road, Ste. 304, Melville, NY 11747 - Financial Planning - CFP - Started: 11/2000 - 0 Hours/0 Trading Hours per month - Suspended Operation 2) Procyon Advisors, LLC dba Procyon, LLC. Investment Related. At Registered Location. RIA. Financial Advisor. Start Date: 06/02/2021. 160 hrs/ month; 8hrs/ month during trading hours. Provide investment advice to clients 3) Supreme Self Wellness - Not Investment Related - 3869 Candlewood Rd, Boca Raton, FL 33487 - Health and Wellness - Consultant - Started: 09/2018 - 4 Hours/4 Trading Hours per month - Marketing of health related services 4) Daniel Limmer is dually registered as an investment advisor representative with Procyon Advisors, LLC ("Procyon") and as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. ("PKS") since 06/2021. Business is conducted from 1 Corporate Drive, 225, Shelton, CT, 06484. Approximately 90% of Daniel Limmer's time is for services as an investment advisor representative and the balance as a registered representative. Procyon and PKS are not affiliated.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-04-16

Designations

Other Names

• Dan Limmer