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Advisor at PROCYON
WELLINGTON, FL | SHELTON, CT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Procyon | Mixed wealth | Jan 1, 2026 | n/a | yes | WELLINGTON, FL|SHELTON, CT | Current employment |
| CYPRESS CAPITAL GROUP | Former SEC adviser | Jul 6, 2020 | Mar 25, 2025 | no | PALM BEACH, FL|WELLINGTON, FL|Wellington, FL | Previous registration |
| ALPHA QUANT ADVISORS, LLC | Former SEC adviser | Dec 12, 2016 | Jun 19, 2020 | no | WEST PALM BEACH, FL|IRVING, TX | Previous registration |
| CREST INVESTMENT PARTNERS LLC | Former SEC adviser | Jan 6, 2012 | Dec 31, 2016 | no | IRVING, TX | Previous registration |
| CYPRESS CAPITAL GROUP | Former SEC adviser | Jan 6, 2012 | Nov 23, 2016 | no | PALM BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CYPRESS CAPITAL GROUP | Procyon | Mar 25, 2025 | Jan 1, 2026 | 282 | Firm change | RIA to RIA |
| ALPHA QUANT ADVISORS, LLC | CYPRESS CAPITAL GROUP | Jun 19, 2020 | Jul 6, 2020 | 17 | Firm change | RIA to RIA |
| CREST INVESTMENT PARTNERS LLC | ALPHA QUANT ADVISORS, LLC | Dec 31, 2016 | Dec 12, 2016 | -19 | Firm change | Other |
| CYPRESS CAPITAL GROUP | CREST INVESTMENT PARTNERS LLC | Nov 23, 2016 | Jan 6, 2012 | -1,783 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 285855:121923:TX:2020-06-19 | Jun 19, 2020 | Jul 6, 2020 | IRVING, TX | Firm change |
| 159203:285855:TX:2016-12-31 | Dec 31, 2016 | Dec 12, 2016 | IRVING, TX | Firm change |