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9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-27 |
Branch Locations
Huntersville, NC • United States
9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | New York | NY | 06/2009 | 05/2018 |
| Fidelity Investments | Salt Lake City | UT | 04/2021 | 07/2021 |
| Jpmorgan Securities Llc | New York | NY | 05/2018 | 07/2020 |
| Unemployed | Salt Lake City | UT | 08/2020 | 04/2021 |
| Charles Schwab & Co., Inc. | New York City | NY | 07/2021 | 05/2024 |
| Unemployed | Setauket | NY | 06/2024 | 01/2025 |
| Proxy Wealth Advisors Llc | Aventura | FL | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-02 |
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