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Elite Retirement Consultants → Procyon Partners
ERC president/CEO; Procyon acquired ERC, with all 12 employees moving over, including four financial advisors.
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
1 observations consolidated into one event.