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9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-02-15 |
Branch Locations
9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-23 |
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