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1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-16 |
Branch Locations
1 Corporate Drive Suite 225, Shelton, CT 06484 • United States
607 E 2Nd Ave Suite 100, Flint, MI 48502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Denver | CO | 06/2014 | 04/2018 |
| Unemployed | Denver | CO | 04/2018 | 02/2019 |
| Public Trust Advisors, Llc | Denver | CO | 02/2019 | 03/2021 |
| Rocket Mortgage, Llc | Detroit | MI | 03/2021 | 07/2021 |
| Gpm Growth Investors, Inc. | Farmington Hills | MI | 07/2021 | 05/2023 |
| Comerica Bank & Trust, N.A | Farmington Hills | MI | 11/2023 | 09/2024 |
| Unemployed | Royal Oak | MI | 05/2023 | 11/2023 |
| Bernard Wealth Management Corp. | Royal Oak | MI | 09/2024 | 01/2026 |
| Procyon Advisors, Llc | Flint | MI | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-10 |
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