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1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-06-02 |
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Stamford | CT | 05/2009 | 06/2017 |
| Procyon Advisors, Llc | Shelton | CT | 01/2021 | 12/2024 |
| Procyon Institutional Partners, Llc | Shelton | CT | 06/2017 | 12/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2019 | Present |
| Procyon Advisors, Llc | Shelton | CT | 01/2025 | 10/2025 |
| Procyon Advisors, Llc | Shelton | CT | 10/2025 | Present |
1. Procyon Benefits. Not Investment Related. One Corporate Drive, Shelton CT 06484. Collect referral fees. Part Owner. Start 01/2019. 5 hours per month not during trading. Established to collect referral fees. 2. Insurance Producer. Investment Related. One Corporate Drive, Shelton CT 06484. Insurance. Producer. Start 11/2008. 0 hours per month. Maintain active license. 3. Procyon Advisors, LLC dba Procyon, LLC. Investment Related. At Registered Location. RIA. Financial Advisor. Start Date: 06/02/2017. 160 hrs/ month; 8hrs/ month during trading hours. Provide investment advice to clients 4. Procyon Risk, LLC. Not investment related. Office of Employment Address. Insurance Agency. Managing Director. 1/1/2023. 5 hrs/mo. 0 hrs during trading. I am an owner and partner in the business. I will be overseeing other insurance producers who work for Prcyon Risk and will assist in directing their engagement with clients. I will also have responsibility for managing the enterprise as Principal of the Firm. 5. Procyon Tax, LLC 2. Not investment related. Office of Employment address. Referral Business for Tax Services. Owner, managing director. 1/1/2023. 5 hrs/mo. 0 hrs during trading. I am an owner and partner in the business. As a principal of the firm I will be responsible for managing the businesses finances and vendor relationships. This is a referral entity setup to refer clients to our CPA partners who provide tax advice to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-10 |
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