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Advisor at PROCYON
CHESAPEAKE, VA | 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 | May 24, 2021 | n/a | yes | SHELTON, CT|CHESAPEAKE, VA | Current employment |
| PROCYON INSTITUTIONAL PARTNERS, LLC | Former SEC adviser | May 26, 2021 | Dec 31, 2021 | no | SHELTON, CT|VIRGINIA BEACH, VA | Previous registration |
| PIVOTAL PLANNING GROUP, LLC | Former SEC adviser | Dec 2, 2019 | Jul 27, 2021 | no | VIRGINIA BEACH, VA|MELVILLE, NY | Previous registration |
| TULL FINANCIAL GROUP, INC. | Independent wealth | Sep 26, 2016 | Jul 30, 2018 | no | CHESAPEAKE, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PROCYON INSTITUTIONAL PARTNERS, LLC | n/a | Dec 31, 2021 | n/a | n/a | Departure no registered destination | Departure |
| PIVOTAL PLANNING GROUP, LLC | Procyon | Jul 27, 2021 | May 24, 2021 | -64 | Firm change after gap | RIA to RIA |
| TULL FINANCIAL GROUP, INC. | PIVOTAL PLANNING GROUP, LLC | Jul 30, 2018 | Dec 2, 2019 | 490 | Firm change after gap | RIA to RIA |