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1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-07-24 |
Branch Locations
1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Stamford | CT | 04/2009 | 11/2016 |
| Not Employed | Shelton | CT | 01/2017 | 05/2017 |
| Procyon Advisors, Llc | Shelton | CT | 06/2017 | Present |
| Procyon Insitutional Partners, Llc | Shelton | CT | 06/2017 | 12/2021 |
1) Procyon Benefits, LLC; Investment Related: No; One Corporate Drive, STE 225, Shelton, CT. 06484; Health Insurance Broker/Agency; Member; Since 6/1/2021; 5 Hours per month; Strategy relating. 2) Procyon Tax, LLC; Not Investment Related; One Corporate Drive, Shelton CT 06484; Partner; 1/1/2022; 4 Hours per month; Strategy. 3) Insurance Producer; Not Investment Related; One Corporate Drive, Shelton CT 06484; Insurance. Producer; Start 1/1/2022; 2 hours per month. 4) Procyon Risk LLC; Not investment related; One Corporate Drive, Shelton CT 06484; Insurance Agency. Managing Director; 5/31/2022; 5 hrs/mo; Managing the entity and it's risk partner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-04 |
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