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Current Employers
Proxy Wealth Advisors Llc

9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-02-15
  • NY RA
    APPROVED
    Since 2023-02-15

Branch Locations

Chappaqua, NY • United States

9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Securities Llc New York NY 04/2014 03/2017
Cents Ability Llc New York NY 06/2013 03/2017
Ameriprise Financial Services Inc. Harrison NY 03/2017 05/2019
Proxy Wealth Advisors Llc Chappaqua NY 07/2020 Present
Freelance New York NY 03/2019 07/2020
Long Island Financial Group, Inc. Roslyn NY 07/2021 10/2022
Proxy Freedom Llc Walnut Creek CA 07/2023 Present
  • 04/2014 → 03/2017
    Jpmorgan Securities Llc
    New York, NY
  • 06/2013 → 03/2017
    Cents Ability Llc
    New York, NY
  • 03/2017 → 05/2019
    Ameriprise Financial Services Inc.
    Harrison, NY
  • 07/2020 → Present
    Chappaqua, NY
  • 03/2019 → 07/2020
    Freelance
    New York, NY
  • 07/2021 → 10/2022
    Long Island Financial Group, Inc.
    Roslyn, NY
  • 07/2023 → Present
    Proxy Freedom Llc
    Walnut Creek, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-23
  • S66 Uniform Combined State Law Examination
    2023-01-23
Other Names
  • Marc Anthony Decuffa
  • Marc Decuffa

View on SEC IAPD

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