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.

Current firm

PROCYON

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 17, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Jul 17, 2001

First registration

Feb 13, 2009

Dual registered

yes, broker-dealer

Other names

JOEL P LAGORE

IAPD individual key

4133514

• Occurred

  Dec 8, 2025
  Advisor changed firm

  Joel Philip Lagore left Oliver Lagore Vanvalin Investment Group, Inc. for Procyon (registered 2025-12-08)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:19e96e6f-d5cf-345c-e3d1-1bf7f5d9abb3

First observed

Feb 13, 2009

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.